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
826
$428K 0.02%
8,522
-482
827
$428K 0.02%
13,796
-308
828
$428K 0.02%
3,384
+69
829
$427K 0.02%
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830
$427K 0.02%
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-89
831
$427K 0.02%
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832
$426K 0.02%
37,488
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833
$425K 0.02%
38,388
+2,957
834
$423K 0.02%
6,814
-1,156
835
$423K 0.02%
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836
$422K 0.02%
17,380
-2,350
837
$422K 0.02%
8,659
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838
$419K 0.02%
13,015
+2,224
839
$419K 0.02%
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840
$418K 0.01%
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$417K 0.01%
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842
$416K 0.01%
8,499
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2,802
+2
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$413K 0.01%
6,371
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845
$413K 0.01%
881
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$413K 0.01%
3,514
847
$409K 0.01%
11,525
+3,920
848
$409K 0.01%
5,072
-154
849
$408K 0.01%
14,650
+200
850
$406K 0.01%
8,781
-16
32 33
34
35 36