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
501
$940K 0.03%
18,601
+12,153
502
$939K 0.03%
27,039
-1,503
503
$936K 0.03%
30,864
-720
504
$936K 0.03%
5,927
+132
505
$935K 0.03%
9,128
+884
506
$934K 0.03%
197,439
+2,727
507
$933K 0.03%
6,412
+266
508
$932K 0.03%
40,644
-18,605
509
$932K 0.03%
6,657
+884
510
$930K 0.03%
15,485
-3,042
511
$927K 0.03%
9,520
-3,272
512
$927K 0.03%
11,759
+1,273
513
$919K 0.03%
105,203
-6,395
514
$919K 0.03%
8,508
-1,000
515
$918K 0.03%
87,363
+5,473
516
$918K 0.03%
11,494
+1,331
517
$916K 0.03%
40,766
+2,859
518
$914K 0.03%
31,706
+9,686
519
$914K 0.03%
3,164
+44
520
$913K 0.03%
5,122
+232
521
$912K 0.03%
8,661
-3,589
522
$909K 0.03%
4,742
-983
523
$905K 0.03%
22,714
+1,977
524
$904K 0.03%
28,700
-1,335
525
$904K 0.03%
13,336
-34
19 20
21
22 23