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
451
$1.07M 0.04%
32,128
-4,523
452
$1.07M 0.04%
22,249
+1,412
453
$1.07M 0.04%
13,750
+1,993
454
$1.07M 0.04%
+49,042
455
$1.06M 0.04%
32,247
-2,821
456
$1.06M 0.04%
4,287
+63
457
$1.05M 0.04%
38,438
+4,701
458
$1.05M 0.04%
35,766
+25,100
459
$1.05M 0.04%
41,155
-8,041
460
$1.05M 0.04%
18,499
+3,035
461
$1.05M 0.04%
37,672
+2,819
462
$1.05M 0.04%
22,033
+949
463
$1.04M 0.04%
17,803
-1,108
464
$1.04M 0.04%
13,092
-21
465
$1.04M 0.04%
23,973
+8,685
466
$1.04M 0.04%
87,791
-2,956
467
$1.04M 0.04%
31,965
+17,735
468
$1.03M 0.04%
60,005
+10,231
469
$1.03M 0.04%
46,596
-278
470
$1.03M 0.04%
22,595
-2,379
471
$1.02M 0.04%
4,702
+490
472
$1.02M 0.04%
46,073
-150
473
$1.02M 0.04%
24,240
-1,090
474
$1.02M 0.04%
39,564
-3,464
475
$1.02M 0.04%
21,456
-728
17 18
19
20 21