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
851
$406K 0.01%
9,881
+81
852
$405K 0.01%
7,330
+54
853
$404K 0.01%
4,585
-210
854
$404K 0.01%
1,626
+35
855
$400K 0.01%
5,486
-558
856
$400K 0.01%
+27,214
857
$399K 0.01%
20,208
+610
858
$399K 0.01%
13,429
-654
859
$398K 0.01%
7,065
-64
860
$397K 0.01%
20,662
-4,439
861
$394K 0.01%
10,367
+93
862
$394K 0.01%
37,765
+15,855
863
$393K 0.01%
3,264
-221
864
$391K 0.01%
29,508
+549
865
$390K 0.01%
10,151
+579
866
$390K 0.01%
7,877
-26
867
$389K 0.01%
+18,352
868
$389K 0.01%
+34,050
869
$388K 0.01%
38,869
+16,904
870
$387K 0.01%
39,730
+1,639
871
$387K 0.01%
12,498
+4,681
872
$386K 0.01%
13,677
-2,995
873
$385K 0.01%
10,247
-1,401
874
$382K 0.01%
2,306
+31
875
$379K 0.01%
2,960
+89
33 34
35
36 37