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
876
$337K 0.01%
4,012
-1,729
877
$337K 0.01%
5,880
+165
878
$337K 0.01%
11,215
+2,164
879
$334K 0.01%
5,465
+953
880
$333K 0.01%
5,184
-1,057
881
$333K 0.01%
7,115
+14
882
$332K 0.01%
+17,196
883
$330K 0.01%
7,857
+502
884
$330K 0.01%
266,030
+10,025
885
$329K 0.01%
3,190
+110
886
$329K 0.01%
22,644
+2,822
887
$329K 0.01%
2,488
-8,224
888
$328K 0.01%
4,936
+46
889
$328K 0.01%
3,468
+37
890
$327K 0.01%
8,139
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891
$326K 0.01%
3,062
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$326K 0.01%
6,758
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893
$325K 0.01%
6,078
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894
$325K 0.01%
7,634
-403
895
$325K 0.01%
22,656
-5,633
896
$323K 0.01%
11,373
-323
897
$322K 0.01%
2,280
+4
898
$321K 0.01%
6,695
+144
899
$320K 0.01%
4,069
-1,378
900
$320K 0.01%
108
-14
34 35
36
37 38