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
751
$516K 0.02%
+7,281
752
$515K 0.02%
26,320
753
$514K 0.02%
22,671
-107
754
$514K 0.02%
21,416
+191
755
$513K 0.02%
7,590
-126
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$510K 0.02%
18,709
-104
757
$507K 0.02%
7,417
+29
758
$506K 0.02%
41,245
-2,170
759
$506K 0.02%
44,392
+369
760
$505K 0.02%
1,671
-23
761
$505K 0.02%
20,632
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762
$505K 0.02%
8,526
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763
$501K 0.02%
52,852
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764
$501K 0.02%
25,228
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765
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11,751
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766
$496K 0.02%
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$493K 0.02%
5,057
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769
$492K 0.02%
40,953
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770
$488K 0.02%
6,350
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771
$488K 0.02%
13,509
-1,616
772
$487K 0.02%
15,332
+8,311
773
$486K 0.02%
5,408
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774
$484K 0.02%
44,847
-466
775
$482K 0.02%
10,662
-1,570
29 30
31
32 33