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
926
$324K 0.01%
+5,674
927
$324K 0.01%
13,234
-235
928
$323K 0.01%
2,698
+387
929
$323K 0.01%
6,323
-533
930
$323K 0.01%
3,774
-295
931
$323K 0.01%
39,947
+7,679
932
$322K 0.01%
13,712
+3,954
933
$320K 0.01%
+4,003
934
$318K 0.01%
+19,473
935
$317K 0.01%
2,541
-51
936
$317K 0.01%
8,662
-1,614
937
$317K 0.01%
4,167
-200
938
$316K 0.01%
6,058
-3,655
939
$315K 0.01%
2,248
-24
940
$315K 0.01%
9,799
-159
941
$314K 0.01%
8,150
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942
$313K 0.01%
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943
$313K 0.01%
4,201
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944
$306K 0.01%
1,027
-27
945
$304K 0.01%
401,325
+135,295
946
$302K 0.01%
22,221
+3,967
947
$302K 0.01%
1,753
+1
948
$302K 0.01%
6,822
+420
949
$302K 0.01%
10,381
+53
950
$301K 0.01%
10,136
-9,679
36 37
38
39 40