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
601
$682K 0.02%
25,862
+170
602
$682K 0.02%
18,098
-8,407
603
$680K 0.02%
14,954
+529
604
$679K 0.02%
18,310
+1,498
605
$679K 0.02%
5,247
+3
606
$678K 0.02%
4,957
+605
607
$675K 0.02%
32,070
-1,177
608
$674K 0.02%
6,408
+58
609
$674K 0.02%
26,095
-242
610
$672K 0.02%
5,185
-249
611
$672K 0.02%
16,024
-3,664
612
$671K 0.02%
17,678
+2,869
613
$671K 0.02%
4,202
-445
614
$669K 0.02%
16,148
+1,016
615
$668K 0.02%
19,815
+6,209
616
$663K 0.02%
20,275
-1,628
617
$661K 0.02%
14,553
-298
618
$657K 0.02%
5,211
+654
619
$657K 0.02%
7,930
+32
620
$657K 0.02%
999
-80
621
$656K 0.02%
13,219
+94
622
$655K 0.02%
34,088
-125,108
623
$650K 0.02%
5,787
-308
624
$646K 0.02%
5,406
-135
625
$644K 0.02%
52,697
-1,231
23 24
25
26 27