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
26
$16.7M 0.53%
326,177
+122,576
27
$16.3M 0.52%
32,410
-574
28
$16.2M 0.51%
166,414
+437
29
$16.1M 0.51%
74,790
-16,500
30
$15.8M 0.5%
163,864
-4,542
31
$15.7M 0.5%
147,177
+10,934
32
$15.7M 0.5%
363,618
+27,534
33
$15.6M 0.5%
275,784
+7,532
34
$15.3M 0.49%
84,267
-25,342
35
$14.4M 0.46%
71,343
-3,927
36
$14.3M 0.45%
16,811
-887
37
$14M 0.44%
85,240
+1,841
38
$13.9M 0.44%
416,222
+187,339
39
$13.3M 0.42%
158,613
-1,117
40
$12.8M 0.4%
47,655
-2,015
41
$12.5M 0.4%
110,336
-4,344
42
$12.3M 0.39%
371,761
+79,579
43
$11.9M 0.38%
554,169
+10,305
44
$11.8M 0.37%
71,690
-2,510
45
$11.8M 0.37%
234,793
+13,729
46
$11.7M 0.37%
68,612
-1,741
47
$11.3M 0.36%
32,897
-1,039
48
$11.2M 0.35%
55,017
-11,695
49
$10.9M 0.35%
68,008
+350
50
$10.8M 0.34%
41,151
-3,793
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