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
801
$448K 0.02%
3,817
+299
802
$448K 0.02%
6,360
-520
803
$447K 0.02%
1,116
804
$447K 0.02%
+20,973
805
$445K 0.02%
14,860
+508
806
$444K 0.02%
8,304
-1,675
807
$444K 0.02%
1,088
+32
808
$443K 0.02%
9,498
-318
809
$443K 0.02%
12,489
-16
810
$442K 0.02%
19,260
-884
811
$442K 0.02%
16,042
-105
812
$441K 0.02%
18,626
-8,670
813
$438K 0.02%
14,034
-858
814
$438K 0.02%
6,304
-2,420
815
$437K 0.02%
3,192
-101
816
$436K 0.02%
5,856
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817
$434K 0.02%
7,118
-108
818
$434K 0.02%
3,877
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819
$433K 0.02%
+17,300
820
$432K 0.02%
38,404
-752
821
$431K 0.02%
30,356
-17,110
822
$431K 0.02%
3,071
-124
823
$431K 0.02%
+15,599
824
$429K 0.02%
10,366
-187
825
$429K 0.02%
13,890
+3,593
31 32
33
34 35