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
$3.15B
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$7.14M
3
+$6.28M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$6.25M
5
PAMC icon
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
+$4.87M

Top Sells

1
+$9.52M
2
+$6.94M
3
+$6.29M
4
MSFT icon
Microsoft
MSFT
+$5.36M
5
ARM icon
Arm
ARM
+$5.07M

Sector Composition

1 Technology 13.9%
2 Consumer Discretionary 4.29%
3 Healthcare 3.99%
4 Financials 3.89%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.2M 0.04%
17,030
-976
427
$1.19M 0.04%
5,749
-586
428
$1.19M 0.04%
28,078
+7,535
429
$1.18M 0.04%
24,274
-1,444
430
$1.18M 0.04%
+35,669
431
$1.18M 0.04%
26,069
+4,916
432
$1.18M 0.04%
24,827
-8,135
433
$1.17M 0.04%
5,821
+81
434
$1.16M 0.04%
34,235
-3,540
435
$1.16M 0.04%
13,489
-1,806
436
$1.16M 0.04%
16,041
-2,899
437
$1.15M 0.04%
14,083
-726
438
$1.15M 0.04%
16,892
+11,732
439
$1.14M 0.04%
57,095
+2,294
440
$1.14M 0.04%
19,747
+706
441
$1.14M 0.04%
39,226
+2,173
442
$1.13M 0.04%
30,234
-45,869
443
$1.13M 0.04%
12,647
-977
444
$1.13M 0.04%
75,693
-4,478
445
$1.13M 0.04%
8,713
-1,478
446
$1.12M 0.04%
25,578
-1,685
447
$1.12M 0.04%
62,078
+22
448
$1.11M 0.04%
4,048
-475
449
$1.11M 0.04%
12,028
+395
450
$1.11M 0.04%
21,730
+198
16 17
18
19 20