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
926
$333K 0.01%
2,480
-628
927
$333K 0.01%
1,072
928
$331K 0.01%
8,787
+722
929
$330K 0.01%
1,432
+484
930
$329K 0.01%
3,824
931
$328K 0.01%
10,594
-223
932
$328K 0.01%
1,797
-94
933
$327K 0.01%
15,844
-2,308
934
$325K 0.01%
+18,920
935
$324K 0.01%
4,792
-584
936
$324K 0.01%
1,954
-141
937
$322K 0.01%
31,105
+8,503
938
$320K 0.01%
3,896
-98
939
$318K 0.01%
+9,859
940
$317K 0.01%
5,309
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941
$317K 0.01%
+13,954
942
$316K 0.01%
17,641
-813
943
$316K 0.01%
6,060
-229
944
$314K 0.01%
924
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945
$314K 0.01%
14,295
-450
946
$314K 0.01%
+16,567
947
$313K 0.01%
8,009
+1,905
948
$313K 0.01%
+9,793
949
$312K 0.01%
5,001
-1,797
950
$311K 0.01%
5,920
-484
36 37
38
39 40