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
1001
$275K 0.01%
11,675
+83
1002
$274K 0.01%
+13,278
1003
$273K 0.01%
4,742
-165
1004
$273K 0.01%
8,964
-208
1005
$273K 0.01%
11,240
-605
1006
$272K 0.01%
15,136
-105
1007
$272K 0.01%
+9,661
1008
$272K 0.01%
3,290
1009
$271K 0.01%
8,835
-382
1010
$270K 0.01%
+3,277
1011
$269K 0.01%
5,579
-3,321
1012
$269K 0.01%
14,584
-45,119
1013
$269K 0.01%
4,458
-2,162
1014
$267K 0.01%
9,388
-451
1015
$266K 0.01%
+1,777
1016
$266K 0.01%
8,592
+172
1017
$266K 0.01%
+19,148
1018
$264K 0.01%
5,579
1019
$263K 0.01%
1,965
-4
1020
$263K 0.01%
12,402
+1,094
1021
$263K 0.01%
948
-735
1022
$262K 0.01%
24,598
-20,393
1023
$261K 0.01%
33,466
+10,220
1024
$261K 0.01%
9,195
+923
1025
$260K 0.01%
8,514
-160
39 40
41
42 43