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
476
$1.01M 0.04%
7,604
-704
477
$1.01M 0.04%
3,810
+2,011
478
$1.01M 0.04%
7,533
-67
479
$1.01M 0.04%
36,450
-12,930
480
$1M 0.04%
90,204
-3,104
481
$997K 0.04%
18,799
+3,258
482
$995K 0.04%
44,676
-3,266
483
$990K 0.04%
46,954
+15,761
484
$989K 0.04%
20,799
-264
485
$984K 0.04%
44,976
-7,248
486
$983K 0.04%
+55,400
487
$982K 0.04%
29,303
+252
488
$977K 0.03%
6,518
+736
489
$974K 0.03%
+29,659
490
$973K 0.03%
11,503
+5,609
491
$970K 0.03%
8,602
-2,354
492
$967K 0.03%
25,509
-990
493
$966K 0.03%
21,896
-4,670
494
$954K 0.03%
6,191
-1,316
495
$952K 0.03%
38,027
-161
496
$950K 0.03%
35,167
-32,006
497
$950K 0.03%
39,393
+2,781
498
$944K 0.03%
58,634
+6,382
499
$944K 0.03%
2,431
+360
500
$944K 0.03%
21,835
+281
18 19
20
21 22