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
$3.26B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,282
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$4.43M
3
+$3.61M
4
FTGS icon
First Trust Growth Strength ETF
FTGS
+$3.41M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$3.11M

Top Sells

1
+$8.05M
2
+$6.63M
3
+$6.19M
4
AAPL icon
Apple
AAPL
+$5.74M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.62M

Sector Composition

1 Technology 13.13%
2 Consumer Discretionary 4.22%
3 Healthcare 4.12%
4 Financials 4.11%
5 Industrials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$859K 0.03%
7,850
-1,709
552
$858K 0.03%
9,285
+115
553
$858K 0.03%
43,705
+519
554
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10,222
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555
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74,661
+43,189
556
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6,489
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557
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558
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559
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560
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20,544
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561
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21,585
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563
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42,091
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564
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10,610
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569
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15,366
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19,071
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571
$796K 0.02%
27,277
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572
$796K 0.02%
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$793K 0.02%
4,287
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574
$785K 0.02%
32,773
+3,097
575
$781K 0.02%
6,979
+60
21 22
23
24 25