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
476
$1.04M 0.03%
10,258
-62
477
$1.03M 0.03%
20,560
+7,302
478
$1.02M 0.03%
9,866
+8
479
$1.02M 0.03%
14,195
+253
480
$1.02M 0.03%
21,396
-4,081
481
$1.01M 0.03%
27,108
-479
482
$1.01M 0.03%
16,041
-2,899
483
$1.01M 0.03%
11,114
+351
484
$1.01M 0.03%
18,874
+1,601
485
$1.01M 0.03%
8,834
+1,341
486
$1.01M 0.03%
14,280
-555
487
$1M 0.03%
27,058
-140
488
$1,000K 0.03%
12,281
+2,819
489
$997K 0.03%
37,026
-39,895
490
$996K 0.03%
1,266
-347
491
$995K 0.03%
5,478
492
$993K 0.03%
2,263
+33
493
$990K 0.03%
44,094
-1,955
494
$986K 0.03%
4,006
+2,001
495
$969K 0.03%
6,380
-405
496
$958K 0.03%
41,153
+2,682
497
$956K 0.03%
16,975
-93
498
$955K 0.03%
4,223
-558
499
$955K 0.03%
96,170
+1,810
500
$955K 0.03%
17,113
+2,430
18 19
20
21 22