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
$3.26B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,282
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$4.43M
3
+$3.61M
4
FTGS icon
First Trust Growth Strength ETF
FTGS
+$3.41M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$3.11M

Top Sells

1
+$8.05M
2
+$6.63M
3
+$6.19M
4
AAPL icon
Apple
AAPL
+$5.74M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.62M

Sector Composition

1 Technology 13.13%
2 Consumer Discretionary 4.22%
3 Healthcare 4.12%
4 Financials 4.11%
5 Industrials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$428K 0.01%
+7,350
802
$427K 0.01%
10,336
-7,762
803
$426K 0.01%
4,702
+1,576
804
$426K 0.01%
68,650
-4,858
805
$423K 0.01%
+6,920
806
$422K 0.01%
6,510
-112
807
$420K 0.01%
+8,218
808
$420K 0.01%
37,033
-2,692
809
$419K 0.01%
6,364
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810
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2,645
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811
$417K 0.01%
6,804
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812
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813
$415K 0.01%
2,968
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814
$411K 0.01%
6,200
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815
$410K 0.01%
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818
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15,299
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1,016
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820
$403K 0.01%
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821
$402K 0.01%
7,872
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822
$402K 0.01%
3,501
823
$402K 0.01%
4,338
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824
$401K 0.01%
11,389
+2,879
825
$401K 0.01%
2,092
-712
31 32
33
34 35