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
951
$300K 0.01%
1,936
-344
952
$300K 0.01%
+15,000
953
$299K 0.01%
2,938
954
$299K 0.01%
2,383
-2,019
955
$298K 0.01%
4,674
-1,855
956
$298K 0.01%
2,363
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957
$296K 0.01%
1,645
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958
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4,309
-50
959
$295K 0.01%
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$293K 0.01%
11,659
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$293K 0.01%
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4,703
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$286K 0.01%
3,284
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$284K 0.01%
7,709
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973
$283K 0.01%
31,632
+1,282
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$283K 0.01%
6,104
-591
975
$283K 0.01%
4,452
37 38
39
40 41