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
826
$401K 0.01%
38,210
+5,701
827
$401K 0.01%
3,487
-1,017
828
$398K 0.01%
6,275
+395
829
$396K 0.01%
12,291
+1,076
830
$396K 0.01%
9,232
-258
831
$395K 0.01%
+2,212
832
$393K 0.01%
5,470
+143
833
$393K 0.01%
27,662
+1,177
834
$391K 0.01%
3,271
+311
835
$391K 0.01%
6,902
-1,452
836
$390K 0.01%
+13,321
837
$389K 0.01%
+13,366
838
$389K 0.01%
14,799
+1,122
839
$387K 0.01%
4,085
-981
840
$386K 0.01%
11,394
-2,054
841
$384K 0.01%
10,954
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842
$384K 0.01%
93,516
+9,100
843
$382K 0.01%
8,355
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844
$382K 0.01%
4,174
-229
845
$380K 0.01%
+2,531
846
$380K 0.01%
6,911
+437
847
$380K 0.01%
8,344
-1,173
848
$378K 0.01%
13,292
-2,265
849
$377K 0.01%
4,231
-45
850
$377K 0.01%
70,532
-6,163
32 33
34
35 36