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
876
$378K 0.01%
5,650
-563
877
$378K 0.01%
4,888
-32
878
$377K 0.01%
35,774
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$376K 0.01%
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880
$375K 0.01%
4,786
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881
$375K 0.01%
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$375K 0.01%
8,513
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883
$373K 0.01%
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884
$370K 0.01%
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885
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12,131
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$368K 0.01%
21,536
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$366K 0.01%
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895
$358K 0.01%
4,299
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$357K 0.01%
23,331
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$357K 0.01%
14,662
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$357K 0.01%
3,245
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899
$357K 0.01%
8,297
-1,744
900
$355K 0.01%
7,007
+242
34 35
36
37 38