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
526
$904K 0.03%
20,717
+555
527
$901K 0.03%
20,811
-1,005
528
$901K 0.03%
10,612
-540
529
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19,715
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530
$897K 0.03%
13,476
-403
531
$896K 0.03%
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-367
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$896K 0.03%
38,529
-50
533
$894K 0.03%
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-352
534
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4,294
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535
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37,024
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536
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44,802
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539
$880K 0.03%
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541
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24,061
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544
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76,714
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546
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18,901
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547
$851K 0.03%
29,282
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548
$845K 0.03%
16,529
+378
549
$841K 0.03%
+24,000
550
$841K 0.03%
59,653
-2,910
20 21
22
23 24