SPC

Sigma Planning Corp Portfolio holdings

AUM $3.52B
1-Year Est. Return 21.17%
This Quarter Est. Return
1 Year Est. Return
+21.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.8B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,358
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.8M
3
+$11.1M
4
NOC icon
Northrop Grumman
NOC
+$5.58M
5
DDEC icon
FT Vest US Equity Deep Buffer ETF December
DDEC
+$5.08M

Top Sells

1
+$9.48M
2
+$9M
3
+$8.18M
4
AAPL icon
Apple
AAPL
+$4.17M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$3.39M

Sector Composition

1 Technology 8.97%
2 Healthcare 5.48%
3 Financials 4.46%
4 Consumer Discretionary 4.03%
5 Industrials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.17M 0.04%
27,791
+1
427
$1.17M 0.04%
41,100
+3,384
428
$1.17M 0.04%
52,318
+1,730
429
$1.16M 0.04%
29,741
-1,038
430
$1.15M 0.04%
15,294
+4
431
$1.15M 0.04%
10,836
-415
432
$1.14M 0.04%
40,613
+5,641
433
$1.14M 0.04%
21,906
-2,363
434
$1.14M 0.04%
28,057
+14,078
435
$1.14M 0.04%
7,203
+66
436
$1.14M 0.04%
9,263
-82
437
$1.14M 0.04%
91,917
-2,020
438
$1.13M 0.04%
16,413
-1,041
439
$1.12M 0.04%
21,746
-2,841
440
$1.12M 0.04%
19,133
-634
441
$1.12M 0.04%
45,987
-2,880
442
$1.11M 0.04%
37,068
+828
443
$1.1M 0.04%
48,699
+150
444
$1.1M 0.04%
40,721
+1,151
445
$1.1M 0.04%
23,626
+125
446
$1.09M 0.04%
+27,514
447
$1.08M 0.04%
11,972
-142
448
$1.08M 0.04%
46,434
+760
449
$1.07M 0.04%
12,948
-576
450
$1.07M 0.04%
6,288
+1,531
16 17
18
19 20