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
651
$661K 0.02%
10,455
-53
652
$660K 0.02%
25,940
+300
653
$659K 0.02%
23,313
+2,079
654
$659K 0.02%
26,629
+1,386
655
$657K 0.02%
6,522
-3,533
656
$656K 0.02%
33,349
-9,548
657
$655K 0.02%
26,670
+7,179
658
$654K 0.02%
20,312
-46,985
659
$653K 0.02%
5,033
-462
660
$646K 0.02%
27,300
-2,828
661
$644K 0.02%
8,921
-1,672
662
$644K 0.02%
3,447
-111
663
$643K 0.02%
33,428
+4,776
664
$642K 0.02%
21,961
-2,304
665
$638K 0.02%
+8,527
666
$636K 0.02%
46,195
-2,117
667
$635K 0.02%
3,871
-60
668
$634K 0.02%
6,952
-471
669
$631K 0.02%
6,134
-5,922
670
$630K 0.02%
12,506
+2,802
671
$629K 0.02%
+184,962
672
$628K 0.02%
34,055
+1,137
673
$627K 0.02%
24,177
-2,533
674
$627K 0.02%
14,256
+1,379
675
$626K 0.02%
8,174
+414
25 26
27
28 29