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
776
$481K 0.02%
75,465
+6,890
777
$481K 0.02%
25,551
+1,064
778
$479K 0.02%
33,283
-6,169
779
$476K 0.02%
14,196
-5,848
780
$473K 0.02%
89,433
-7,872
781
$471K 0.02%
+18,241
782
$467K 0.02%
13,946
+3,933
783
$466K 0.02%
8,045
784
$466K 0.02%
14,103
+5,563
785
$464K 0.02%
20,413
-744
786
$462K 0.02%
16,441
-1,250
787
$461K 0.02%
18,105
-2,472
788
$461K 0.02%
5,573
-1,347
789
$460K 0.02%
4,290
-1,612
790
$459K 0.02%
15,117
+3,754
791
$458K 0.02%
635
+142
792
$457K 0.02%
7,667
-36
793
$455K 0.02%
7,029
-121
794
$454K 0.02%
3,993
-1,055
795
$453K 0.02%
10,082
-2,152
796
$453K 0.02%
4,633
+43
797
$451K 0.02%
11,966
+3,448
798
$451K 0.02%
9,263
-3,481
799
$450K 0.02%
14,714
+9,177
800
$449K 0.02%
11,095
+1,600
30 31
32
33 34