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
876
$362K 0.01%
+14,117
877
$362K 0.01%
1,450
+67
878
$361K 0.01%
4,039
+1,473
879
$361K 0.01%
1,891
-300
880
$361K 0.01%
18,735
-200
881
$360K 0.01%
4,622
-825
882
$358K 0.01%
614
+6
883
$356K 0.01%
+14,679
884
$353K 0.01%
2,596
-15
885
$353K 0.01%
7,031
+1,847
886
$353K 0.01%
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887
$353K 0.01%
+4,025
888
$352K 0.01%
+15,375
889
$351K 0.01%
9,500
-1,855
890
$351K 0.01%
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891
$350K 0.01%
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893
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$348K 0.01%
6,766
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895
$348K 0.01%
10,813
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896
$347K 0.01%
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897
$346K 0.01%
17,191
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898
$346K 0.01%
7,535
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899
$346K 0.01%
5,324
+1,266
900
$346K 0.01%
+9,946
34 35
36
37 38