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
976
$292K 0.01%
5,636
+686
977
$292K 0.01%
+13,084
978
$292K 0.01%
25,709
-3,846
979
$291K 0.01%
19,163
-182
980
$290K 0.01%
20,398
-365
981
$290K 0.01%
79,893
+1,577
982
$290K 0.01%
3,398
+10
983
$289K 0.01%
3,355
-1,209
984
$286K 0.01%
8,283
+954
985
$286K 0.01%
2,659
-450
986
$285K 0.01%
5,628
+822
987
$284K 0.01%
6,225
-252
988
$283K 0.01%
10,764
-852
989
$282K 0.01%
16,953
+4,419
990
$282K 0.01%
10,464
+874
991
$282K 0.01%
+5,004
992
$281K 0.01%
+12,433
993
$281K 0.01%
2,816
+196
994
$281K 0.01%
6,323
+41
995
$278K 0.01%
11,832
-199
996
$277K 0.01%
10,437
+585
997
$277K 0.01%
2,500
-130
998
$276K 0.01%
+5,685
999
$276K 0.01%
5,450
+1
1000
$276K 0.01%
+2,776
38 39
40
41 42