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
851
$358K 0.01%
13,976
+6,159
852
$357K 0.01%
6,562
+662
853
$355K 0.01%
5,323
-437
854
$353K 0.01%
4,697
+443
855
$353K 0.01%
12,176
-1,730
856
$351K 0.01%
1,193
+3
857
$350K 0.01%
26,485
+3,668
858
$350K 0.01%
86,340
+2,067
859
$350K 0.01%
126,225
+58,240
860
$349K 0.01%
3,501
861
$349K 0.01%
10,069
-3,066
862
$349K 0.01%
10,328
-1,185
863
$348K 0.01%
+13,677
864
$348K 0.01%
2,765
-157
865
$346K 0.01%
9,490
+23
866
$344K 0.01%
6,856
-841
867
$343K 0.01%
31,472
+3,081
868
$343K 0.01%
3,873
-653
869
$342K 0.01%
9,125
-9,220
870
$342K 0.01%
2,960
+370
871
$341K 0.01%
12,583
+4,484
872
$340K 0.01%
+3,654
873
$339K 0.01%
6,474
-2,380
874
$338K 0.01%
7,336
+1,216
875
$338K 0.01%
6,666
-3,256
33 34
35
36 37