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
576
$786K 0.03%
13,377
-12,793
577
$786K 0.03%
13,244
-255
578
$783K 0.03%
9,447
-33
579
$782K 0.03%
94,917
-5,010
580
$779K 0.03%
48,355
-16,565
581
$777K 0.03%
3,949
-533
582
$775K 0.03%
28,188
-392
583
$774K 0.03%
28,816
+4,285
584
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27,442
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585
$770K 0.03%
6,698
-2,720
586
$769K 0.03%
13,913
-407
587
$767K 0.03%
7,558
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588
$767K 0.03%
10,680
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589
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24,061
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590
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6,338
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32,293
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592
$756K 0.03%
10,356
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593
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108,128
+2,768
594
$754K 0.03%
14,662
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595
$753K 0.03%
13,589
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596
$753K 0.03%
22,425
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597
$750K 0.03%
6,158
+87
598
$747K 0.03%
6,902
+838
599
$742K 0.03%
+38,206
600
$742K 0.03%
60,639
-4,695
22 23
24
25 26