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
701
$584K 0.02%
+9,578
702
$582K 0.02%
+22,395
703
$580K 0.02%
5,001
-234
704
$580K 0.02%
8,327
+1,647
705
$580K 0.02%
17,214
-14,633
706
$579K 0.02%
21,454
+11,341
707
$579K 0.02%
23,526
-3,053
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$577K 0.02%
9,839
-19
709
$577K 0.02%
24,287
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710
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14,904
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711
$577K 0.02%
19,398
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$577K 0.02%
6,688
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$576K 0.02%
6,139
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714
$575K 0.02%
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715
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10,725
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719
$569K 0.02%
11,380
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720
$569K 0.02%
12,911
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721
$564K 0.02%
18,024
-454
722
$560K 0.02%
13,010
-10
723
$555K 0.02%
11,618
+368
724
$554K 0.02%
18,268
+2,816
725
$553K 0.02%
5,952
+155
27 28
29
30 31