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
51
$10.7M 0.34%
92,789
-28,704
52
$10.5M 0.33%
124,833
+1,737
53
$10.1M 0.32%
244,416
-3,715
54
$10.1M 0.32%
114,308
+1,175
55
$10M 0.32%
46,877
-759
56
$9.65M 0.31%
161,862
-16,108
57
$9.64M 0.31%
132,644
+1,738
58
$9.6M 0.3%
210,628
+38,334
59
$9.4M 0.3%
58,520
-4,040
60
$9.11M 0.29%
314,926
+52,178
61
$9.1M 0.29%
134,419
-3,624
62
$9.06M 0.29%
120,946
+8,471
63
$9.02M 0.29%
61,707
-5,484
64
$8.91M 0.28%
61,118
-897
65
$8.75M 0.28%
44,217
-1,402
66
$8.55M 0.27%
110,685
+1,490
67
$8.44M 0.27%
25,340
-1,135
68
$8.41M 0.27%
153,652
-22,165
69
$8.4M 0.27%
118,676
-4,666
70
$8.28M 0.26%
257,069
+1,939
71
$8.19M 0.26%
162,850
+74,123
72
$8.17M 0.26%
68,771
-2,984
73
$8.09M 0.26%
106,939
-2,983
74
$8.05M 0.26%
159,267
-9,269
75
$8M 0.25%
51,162
+4,219
1 2
3
4 5