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
826
$387K 0.01%
9,958
+1,578
827
$386K 0.01%
4,725
+50
828
$385K 0.01%
1,431
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829
$384K 0.01%
16,749
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830
$382K 0.01%
2,398
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831
$382K 0.01%
13,448
-821
832
$380K 0.01%
2,069
-1,534
833
$380K 0.01%
32,509
+4,934
834
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3,660
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$377K 0.01%
2,152
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$372K 0.01%
10,617
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$371K 0.01%
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838
$370K 0.01%
56,013
+10,012
839
$368K 0.01%
11,913
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840
$367K 0.01%
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$367K 0.01%
30,350
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842
$367K 0.01%
7,702
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$367K 0.01%
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$366K 0.01%
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$366K 0.01%
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846
$365K 0.01%
23,733
-23,068
847
$365K 0.01%
+7,251
848
$365K 0.01%
10,246
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849
$365K 0.01%
+9,427
850
$360K 0.01%
1,493
-131
32 33
34
35 36