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
501
$952K 0.03%
8,617
+1,358
502
$952K 0.03%
6,903
+1,610
503
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9,720
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504
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-1,014
505
$935K 0.03%
9,507
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506
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11,478
-1,247
507
$922K 0.03%
7,870
-592
508
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56,057
-1,708
509
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40,685
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17,864
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511
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37,300
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38,228
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513
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42,034
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514
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43,186
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515
$882K 0.03%
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27,946
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519
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13,300
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6,340
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44,954
-5,154
524
$862K 0.03%
20,031
-5,741
525
$861K 0.03%
22,704
-11,969
19 20
21
22 23