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
601
$741K 0.03%
22,031
-5,536
602
$741K 0.03%
24,343
+3,363
603
$738K 0.03%
4,393
-595
604
$737K 0.03%
10,568
+1,144
605
$737K 0.03%
20,316
-761
606
$736K 0.03%
10,164
+2,178
607
$734K 0.03%
22,778
-5,700
608
$729K 0.03%
4,517
-52
609
$725K 0.03%
+70,020
610
$724K 0.03%
14,029
-15,703
611
$724K 0.03%
8,877
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612
$724K 0.03%
10,256
-5,604
613
$722K 0.03%
+22,939
614
$718K 0.03%
23,076
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615
$718K 0.03%
19,446
-1,611
616
$717K 0.03%
14,391
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617
$717K 0.03%
28,617
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618
$716K 0.03%
+61,379
619
$716K 0.03%
14,285
-1,225
620
$716K 0.03%
44,312
-1,263
621
$715K 0.03%
+34,349
622
$713K 0.03%
9,608
+1
623
$712K 0.03%
8,273
+2,501
624
$711K 0.03%
18,933
-1,307
625
$708K 0.03%
+3,380
23 24
25
26 27