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
901
$320K 0.01%
12,954
+225
902
$319K 0.01%
5,327
-359
903
$318K 0.01%
10,276
+2,032
904
$318K 0.01%
6,244
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905
$317K 0.01%
7,638
-3,773
906
$315K 0.01%
+4,276
907
$314K 0.01%
8,103
-1,131
908
$313K 0.01%
2,145
-413
909
$312K 0.01%
1,383
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910
$311K 0.01%
7,168
-2,172
911
$310K 0.01%
+2,395
912
$310K 0.01%
3,346
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913
$309K 0.01%
2,191
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914
$308K 0.01%
2,611
-855
915
$308K 0.01%
4,111
-645
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$306K 0.01%
1,243
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4,367
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$306K 0.01%
2,592
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919
$305K 0.01%
7,395
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920
$302K 0.01%
4,058
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921
$302K 0.01%
8,092
+1,799
922
$302K 0.01%
12,194
-708
923
$300K 0.01%
7,563
-863
924
$300K 0.01%
777
-181
925
$299K 0.01%
5,853
-22,771
35 36
37
38 39