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
701
$528K 0.02%
7,507
+62
702
$528K 0.02%
4,313
+10
703
$528K 0.02%
10,495
-1,515
704
$527K 0.02%
12,381
-282
705
$527K 0.02%
12,206
-604
706
$524K 0.02%
6,451
-37
707
$522K 0.02%
2,087
-111
708
$522K 0.02%
3,790
+20
709
$521K 0.02%
16,031
710
$519K 0.02%
9,182
-277
711
$519K 0.02%
13,740
-1,330
712
$515K 0.02%
21,135
+8,335
713
$515K 0.02%
12,628
-57
714
$515K 0.02%
16,518
-1,305
715
$511K 0.02%
12,303
-66
716
$508K 0.02%
19,989
+2,820
717
$506K 0.02%
2,804
+414
718
$506K 0.02%
17,654
+1,497
719
$504K 0.02%
2,885
-116
720
$502K 0.02%
1,814
-689
721
$502K 0.02%
26,340
+1,057
722
$500K 0.02%
5,416
+762
723
$499K 0.02%
9,555
+5,465
724
$497K 0.02%
10,879
+1,818
725
$492K 0.02%
9,371
+2
27 28
29
30 31