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
26
$15.7M 0.56%
176,727
-4,305
27
$15.3M 0.55%
204,400
-1,279
28
$14.9M 0.53%
175,947
-2,541
29
$14.9M 0.53%
28,056
-2,128
30
$14.6M 0.52%
86,263
-2,130
31
$14.5M 0.52%
288,500
+1,733
32
$14.3M 0.51%
358,836
-237,446
33
$14.2M 0.51%
46,107
+832
34
$14.1M 0.51%
237,692
+42,598
35
$14M 0.5%
131,855
-8,496
36
$13.7M 0.49%
43,430
+672
37
$13.6M 0.49%
123,661
+6,728
38
$13.3M 0.47%
125,881
-5,367
39
$13.1M 0.47%
893,320
-77,350
40
$12.9M 0.46%
344,382
+6,985
41
$12.9M 0.46%
154,401
-945
42
$12.8M 0.46%
84,282
+1,179
43
$12.5M 0.45%
93,207
-6,498
44
$12.2M 0.44%
138,010
-12,047
45
$11.2M 0.4%
219,391
-2,134
46
$10.8M 0.39%
273,572
+7,000
47
$10.8M 0.39%
168,417
+4,107
48
$10.6M 0.38%
52,191
+2,120
49
$10.4M 0.37%
751,028
+45,984
50
$10.4M 0.37%
49,829
-5,177
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