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
751
$466K 0.01%
6,338
-219
752
$466K 0.01%
6,128
+276
753
$465K 0.01%
4,274
+34
754
$464K 0.01%
29,546
+2,035
755
$464K 0.01%
13,255
-14
756
$461K 0.01%
3,865
-7,915
757
$458K 0.01%
3,960
+200
758
$457K 0.01%
7,407
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759
$455K 0.01%
4,823
-98
760
$454K 0.01%
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761
$454K 0.01%
9,003
+309
762
$453K 0.01%
15,933
-139
763
$453K 0.01%
10,492
+24
764
$452K 0.01%
9,517
-403
765
$452K 0.01%
8,354
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$451K 0.01%
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768
$450K 0.01%
3,604
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769
$450K 0.01%
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$447K 0.01%
30,905
-141
771
$447K 0.01%
99,705
+17,050
772
$446K 0.01%
15,937
+222
773
$446K 0.01%
27,933
+4,628
774
$445K 0.01%
54,170
+9,806
775
$445K 0.01%
1,975
-347
29 30
31
32 33