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
976
$282K 0.01%
+9,319
977
$282K 0.01%
1,224
+13
978
$282K 0.01%
8,043
-58
979
$282K 0.01%
993
-1,165
980
$281K 0.01%
6,309
+844
981
$281K 0.01%
2,632
+9
982
$281K 0.01%
4,591
-407
983
$281K 0.01%
5,154
-699
984
$281K 0.01%
14,197
+2
985
$279K 0.01%
10,413
-2,541
986
$279K 0.01%
9,045
987
$278K 0.01%
13,639
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988
$278K 0.01%
+1,432
989
$277K 0.01%
3,355
-3,096
990
$277K 0.01%
30,090
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991
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992
$276K 0.01%
3,905
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993
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+9,880
994
$273K 0.01%
3,204
-2,846
995
$273K 0.01%
4,132
-1,284
996
$273K 0.01%
7,411
997
$272K 0.01%
5,083
+168
998
$270K 0.01%
3,746
-313
999
$269K 0.01%
13,535
-2,317
1000
$268K 0.01%
5,510
-23,827
38 39
40
41 42