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
76
$7.73M 0.28%
88,967
-7,861
77
$7.7M 0.28%
118,624
-1,580
78
$7.59M 0.27%
70,105
-6,459
79
$7.5M 0.27%
60,278
-6,767
80
$7.48M 0.27%
43,047
+12,184
81
$7.41M 0.27%
28,132
+495
82
$7.32M 0.26%
80,157
-2,646
83
$7.3M 0.26%
59,292
-2,151
84
$7.3M 0.26%
220,452
+10,655
85
$7.3M 0.26%
111,217
+1,734
86
$7.22M 0.26%
19,740
+1,086
87
$7.15M 0.26%
614,969
+17,962
88
$7.14M 0.26%
59,197
+11,500
89
$7.12M 0.25%
73,392
-7,513
90
$6.99M 0.25%
46,017
+2,231
91
$6.94M 0.25%
14,270
+59
92
$6.9M 0.25%
151,012
+967
93
$6.86M 0.25%
12,578
+10,220
94
$6.77M 0.24%
90,861
+2,061
95
$6.67M 0.24%
56,721
+3,505
96
$6.54M 0.23%
355,043
+696
97
$6.49M 0.23%
102,078
+2,370
98
$6.46M 0.23%
154,033
+14,020
99
$6.35M 0.23%
70,587
+16,781
100
$6.27M 0.22%
142,850
-24,178
2 3
4
5 6