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
676
$625K 0.02%
19,554
-1,162
677
$624K 0.02%
15,333
-1,770
678
$623K 0.02%
3,587
-430
679
$622K 0.02%
7,933
+911
680
$621K 0.02%
2,379
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681
$620K 0.02%
22,817
-7,767
682
$619K 0.02%
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-8
683
$619K 0.02%
3,084
-22
684
$617K 0.02%
8,197
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685
$614K 0.02%
6,057
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686
$612K 0.02%
723
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687
$612K 0.02%
20,271
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688
$610K 0.02%
20,388
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689
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11,934
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690
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12,904
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4,695
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7,200
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695
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7,152
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696
$591K 0.02%
90,192
-17,337
697
$589K 0.02%
+21,099
698
$587K 0.02%
28,458
+1,834
699
$585K 0.02%
9,046
-1,110
700
$585K 0.02%
6,443
-4,660
26 27
28
29 30