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
451
$1.11M 0.04%
49,124
-45,984
452
$1.11M 0.04%
1,868
-32
453
$1.11M 0.04%
35,080
-25,490
454
$1.1M 0.04%
70,270
-1,202
455
$1.1M 0.04%
20,425
+280
456
$1.1M 0.03%
54,615
-349
457
$1.1M 0.03%
12,559
-64
458
$1.09M 0.03%
114,547
+29,428
459
$1.09M 0.03%
4,598
-33
460
$1.09M 0.03%
4,648
-99
461
$1.09M 0.03%
78,246
+568
462
$1.08M 0.03%
22,131
-196
463
$1.08M 0.03%
18,529
-399
464
$1.07M 0.03%
22,490
+5,995
465
$1.07M 0.03%
42,105
+1,129
466
$1.06M 0.03%
14,394
+210
467
$1.06M 0.03%
6,973
+631
468
$1.06M 0.03%
8,906
+186
469
$1.05M 0.03%
9,559
-1,081
470
$1.05M 0.03%
13,018
+1,822
471
$1.05M 0.03%
20,590
-503
472
$1.04M 0.03%
5,925
-2
473
$1.04M 0.03%
23,483
-452
474
$1.04M 0.03%
12,743
-4,287
475
$1.04M 0.03%
16,331
+681
17 18
19
20 21