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
51
$10.2M 0.37%
75,416
+14,209
52
$10.2M 0.36%
56,724
-3,435
53
$9.96M 0.36%
214,403
-19,492
54
$9.81M 0.35%
286,812
-36,270
55
$9.61M 0.34%
205,851
+13,423
56
$9.57M 0.34%
201,789
+7,886
57
$9.42M 0.34%
64,563
-4,309
58
$9.3M 0.33%
131,698
+9,018
59
$9.23M 0.33%
382,720
-27,157
60
$9.16M 0.33%
65,284
-5,812
61
$9.1M 0.33%
82,048
-8,835
62
$8.89M 0.32%
46,649
-12,693
63
$8.86M 0.32%
19,406
-130
64
$8.71M 0.31%
141,352
-9,888
65
$8.7M 0.31%
116,827
+44,449
66
$8.65M 0.31%
47,892
-664
67
$8.54M 0.31%
54,444
+2,435
68
$8.4M 0.3%
111,651
+15,618
69
$8.25M 0.29%
44,923
-1,095
70
$8.05M 0.29%
153,178
-15,743
71
$8.03M 0.29%
41,982
+53
72
$7.93M 0.28%
120,470
+2,556
73
$7.89M 0.28%
166,920
-1,101
74
$7.87M 0.28%
123,731
+8,311
75
$7.83M 0.28%
55,437
+1,299
1 2
3
4 5