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
776
$445K 0.01%
87,583
+565
777
$444K 0.01%
10,918
-29
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$442K 0.01%
6,622
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779
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13,641
-8,594
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$439K 0.01%
11,766
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781
$438K 0.01%
4,403
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782
$438K 0.01%
5,620
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783
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784
$437K 0.01%
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785
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3,815
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786
$435K 0.01%
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787
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788
$432K 0.01%
19,030
-89
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$432K 0.01%
8,940
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$432K 0.01%
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5,447
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$424K 0.01%
76,695
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798
$423K 0.01%
9,608
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799
$423K 0.01%
9,513
-2,360
800
$422K 0.01%
3,739
-150
30 31
32
33 34