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
1001
$246K 0.01%
4,597
-400
1002
$244K 0.01%
2,600
-1,257
1003
$244K 0.01%
+332
1004
$243K 0.01%
11,729
-262
1005
$243K 0.01%
+3,603
1006
$243K 0.01%
5,564
1007
$242K 0.01%
9,217
-1,809
1008
$242K 0.01%
4,918
-81
1009
$241K 0.01%
2,632
-406
1010
$241K 0.01%
7,953
-22
1011
$240K 0.01%
6,056
+106
1012
$240K 0.01%
3,107
+1
1013
$238K 0.01%
6,402
-433
1014
$238K 0.01%
13,103
+2,650
1015
$238K 0.01%
4,044
+6
1016
$237K 0.01%
3,656
+324
1017
$237K 0.01%
1,378
-9
1018
$237K 0.01%
11,827
1019
$235K 0.01%
3,279
+17
1020
$235K 0.01%
6,313
+11
1021
$235K 0.01%
47,869
1022
$232K 0.01%
5,038
-177
1023
$232K 0.01%
3,150
-1,300
1024
$230K 0.01%
9,477
-255
1025
$230K 0.01%
2,624
-3,695
39 40
41
42 43