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
$3.26B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,282
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$4.43M
3
+$3.61M
4
FTGS icon
First Trust Growth Strength ETF
FTGS
+$3.41M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$3.11M

Top Sells

1
+$8.05M
2
+$6.63M
3
+$6.19M
4
AAPL icon
Apple
AAPL
+$5.74M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.62M

Sector Composition

1 Technology 13.13%
2 Consumer Discretionary 4.22%
3 Healthcare 4.12%
4 Financials 4.11%
5 Industrials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$522K 0.02%
13,916
-3,838
727
$520K 0.02%
6,425
-1,505
728
$518K 0.02%
21,559
+1,011
729
$518K 0.02%
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-198
730
$518K 0.02%
14,660
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731
$517K 0.02%
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732
$516K 0.02%
6,174
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733
$514K 0.02%
29,298
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734
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735
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736
$511K 0.02%
18,931
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737
$510K 0.02%
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738
$510K 0.02%
6,402
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$509K 0.02%
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745
$505K 0.02%
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$504K 0.02%
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747
$504K 0.02%
2,260
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748
$503K 0.02%
10,552
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749
$501K 0.02%
15,804
+1,449
750
$498K 0.02%
4,115
+201
28 29
30
31 32