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
976
$263K 0.01%
5,505
-85
977
$261K 0.01%
1,500
-1,950
978
$259K 0.01%
1,893
-78
979
$258K 0.01%
4,452
980
$258K 0.01%
10,124
-96
981
$258K 0.01%
6,752
+1,276
982
$257K 0.01%
2,595
-205
983
$256K 0.01%
+9,045
984
$256K 0.01%
13,827
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985
$254K 0.01%
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-195
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$254K 0.01%
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987
$253K 0.01%
22,096
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988
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4,359
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$253K 0.01%
28,805
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990
$252K 0.01%
3,826
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$252K 0.01%
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$251K 0.01%
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$251K 0.01%
7,181
-6,438
996
$250K 0.01%
2,657
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$250K 0.01%
1,808
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998
$249K 0.01%
+2,620
999
$249K 0.01%
4,058
-141
1000
$246K 0.01%
4,814
-452
38 39
40
41 42