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
726
$553K 0.02%
27,077
+794
727
$553K 0.02%
13,505
+2,911
728
$551K 0.02%
1,645
-41
729
$549K 0.02%
192,734
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730
$546K 0.02%
27,381
+4,132
731
$545K 0.02%
76,200
+300
732
$544K 0.02%
37,232
+1,137
733
$543K 0.02%
8,505
+9
734
$542K 0.02%
17,403
+1,212
735
$540K 0.02%
9,276
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736
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11,233
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737
$537K 0.02%
25,558
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738
$536K 0.02%
7,631
-99
739
$536K 0.02%
11,284
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740
$535K 0.02%
6,106
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742
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1,132
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743
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8,593
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744
$523K 0.02%
4,366
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745
$522K 0.02%
51,405
+4,929
746
$521K 0.02%
24,702
-5,374
747
$521K 0.02%
9,995
-1,122
748
$519K 0.02%
8,313
+354
749
$518K 0.02%
6,107
-128
750
$516K 0.02%
7,213
+2,786
28 29
30
31 32