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
$3.15B
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$7.14M
3
+$6.28M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$6.25M
5
PAMC icon
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
+$4.87M

Top Sells

1
+$9.52M
2
+$6.94M
3
+$6.29M
4
MSFT icon
Microsoft
MSFT
+$5.36M
5
ARM icon
Arm
ARM
+$5.07M

Sector Composition

1 Technology 13.9%
2 Consumer Discretionary 4.29%
3 Healthcare 3.99%
4 Financials 3.89%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.88M 0.25%
163,898
-4,924
77
$7.6M 0.24%
14,928
-935
78
$7.48M 0.24%
151,415
-1,238
79
$7.3M 0.23%
19,059
+6,993
80
$7.13M 0.23%
155,793
+14,287
81
$7.06M 0.22%
139,678
+26,733
82
$7.04M 0.22%
122,895
-2,219
83
$7.02M 0.22%
38,463
+585
84
$6.97M 0.22%
26,723
+4,197
85
$6.95M 0.22%
69,055
+37,281
86
$6.95M 0.22%
101,789
+23,426
87
$6.92M 0.22%
100,932
-10,419
88
$6.9M 0.22%
167,873
+53,016
89
$6.87M 0.22%
53,491
-804
90
$6.82M 0.22%
135,110
+7,183
91
$6.81M 0.22%
74,189
-39,829
92
$6.68M 0.21%
25,992
-2,233
93
$6.66M 0.21%
136,771
+9,423
94
$6.56M 0.21%
122,579
+16,894
95
$6.37M 0.2%
93,429
-2,874
96
$6.3M 0.2%
140,178
-1,136
97
$6.27M 0.2%
60,345
+3,344
98
$6.16M 0.2%
251,939
-20,731
99
$6.16M 0.2%
55,470
+1,593
100
$6.06M 0.19%
122,006
+75,199
2 3
4
5 6