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
951
$311K 0.01%
975
-4
952
$311K 0.01%
15,471
-6,137
953
$311K 0.01%
3,818
+770
954
$308K 0.01%
16,009
-930
955
$307K 0.01%
80,894
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956
$307K 0.01%
7,486
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957
$307K 0.01%
8,787
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$306K 0.01%
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959
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10,090
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960
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961
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19,100
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963
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8,796
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964
$304K 0.01%
54,428
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6,253
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26,471
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$294K 0.01%
2,173
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$293K 0.01%
49,459
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974
$293K 0.01%
3,984
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975
$293K 0.01%
5,914
-101
37 38
39
40 41