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
626
$706K 0.03%
15,703
+517
627
$706K 0.03%
19,553
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20,380
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631
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15,717
-336
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205,468
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633
$690K 0.02%
20,730
-6,361
634
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15,650
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635
$688K 0.02%
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637
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639
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19,616
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2,340
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644
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15,389
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13,084
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646
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1,550
-272
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$669K 0.02%
3,481
-24
648
$668K 0.02%
28,222
-1,264
649
$662K 0.02%
+27,213
650
$662K 0.02%
+40,488
24 25
26
27 28