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
526
$852K 0.03%
21,121
-642
527
$851K 0.03%
19,364
-10,004
528
$842K 0.03%
1,888
529
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509
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531
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7,437
+1,054
532
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+39,204
533
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16,059
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534
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32,375
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535
$822K 0.03%
31,695
-6,780
536
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34,237
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26,345
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538
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1,680
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539
$818K 0.03%
18,364
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540
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541
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52,780
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545
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547
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19,017
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548
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8,160
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549
$791K 0.03%
4,561
-5,815
550
$791K 0.03%
9,865
+3,326
20 21
22
23 24