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
801
$421K 0.01%
15,557
+5,272
802
$419K 0.01%
22,185
+7,942
803
$413K 0.01%
393
+25
804
$413K 0.01%
5,818
+421
805
$412K 0.01%
11,355
-5,735
806
$412K 0.01%
14,896
-3,818
807
$406K 0.01%
1,361
-210
808
$406K 0.01%
6,728
-495
809
$405K 0.01%
2,795
-9
810
$402K 0.01%
8,918
+1,454
811
$402K 0.01%
11,824
-153
812
$401K 0.01%
73,508
+310
813
$400K 0.01%
+8,095
814
$400K 0.01%
+5,152
815
$400K 0.01%
9,238
+1,016
816
$399K 0.01%
6,529
-494
817
$397K 0.01%
7,732
-518
818
$397K 0.01%
+13,469
819
$396K 0.01%
9,748
-2
820
$394K 0.01%
34,777
+11,601
821
$394K 0.01%
6,902
+907
822
$392K 0.01%
9,484
+1,722
823
$389K 0.01%
18,935
-900
824
$389K 0.01%
39,725
-15,113
825
$387K 0.01%
9,567
+532
31 32
33
34 35