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
901
$355K 0.01%
10,318
902
$354K 0.01%
+17,732
903
$353K 0.01%
107,348
+20,789
904
$353K 0.01%
9,295
-92
905
$352K 0.01%
5,413
+50
906
$351K 0.01%
5,842
+302
907
$349K 0.01%
5,406
+197
908
$349K 0.01%
+11,561
909
$348K 0.01%
8,361
-58
910
$346K 0.01%
4,938
+44
911
$346K 0.01%
137,148
+1,388
912
$346K 0.01%
3,871
-1,140
913
$345K 0.01%
14,310
+796
914
$343K 0.01%
4,182
-250
915
$341K 0.01%
7,994
+615
916
$340K 0.01%
11,797
-47
917
$338K 0.01%
+11,124
918
$338K 0.01%
9,129
+295
919
$337K 0.01%
6,604
+716
920
$336K 0.01%
1,199
+58
921
$335K 0.01%
6,612
+37
922
$335K 0.01%
6,330
+415
923
$333K 0.01%
11,086
-6,495
924
$333K 0.01%
11,151
-406
925
$333K 0.01%
4,460
+1,454
35 36
37
38 39