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
851
$377K 0.01%
3,945
+599
852
$376K 0.01%
7,312
+61
853
$376K 0.01%
17,241
+45
854
$375K 0.01%
6,176
-68
855
$375K 0.01%
4,553
-1,265
856
$375K 0.01%
7,702
857
$374K 0.01%
9,495
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858
$374K 0.01%
4,770
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859
$374K 0.01%
7,396
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860
$374K 0.01%
7,693
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861
$372K 0.01%
4,798
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$372K 0.01%
11,434
+61
863
$372K 0.01%
8,144
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864
$369K 0.01%
86,328
-12
865
$369K 0.01%
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866
$369K 0.01%
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$369K 0.01%
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868
$368K 0.01%
26,098
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870
$367K 0.01%
4,317
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$366K 0.01%
3,360
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$366K 0.01%
7,158
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873
$365K 0.01%
+9,487
874
$364K 0.01%
4,299
+1,811
875
$363K 0.01%
13,861
+1,278
33 34
35
36 37