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
1026
$259K 0.01%
2,526
-1,700
1027
$258K 0.01%
20,296
-61
1028
$258K 0.01%
22,619
-6,225
1029
$258K 0.01%
5,202
-469
1030
$256K 0.01%
5,015
-464
1031
$256K 0.01%
11,478
+1,717
1032
$256K 0.01%
1,720
-11
1033
$255K 0.01%
4,848
+12
1034
$255K 0.01%
2,418
1035
$254K 0.01%
7,126
+481
1036
$254K 0.01%
11,496
+6
1037
$254K 0.01%
3,881
-4,329
1038
$254K 0.01%
3,021
+39
1039
$253K 0.01%
+6,134
1040
$253K 0.01%
5,169
-109
1041
$252K 0.01%
3,851
-3,174
1042
$252K 0.01%
23,844
-24,438
1043
$251K 0.01%
10,898
-2
1044
$251K 0.01%
+8,087
1045
$249K 0.01%
10,259
+28
1046
$249K 0.01%
19,786
+616
1047
$248K 0.01%
10,469
+947
1048
$247K 0.01%
4,632
-376
1049
$247K 0.01%
14,130
+1,182
1050
$247K 0.01%
21,459
-8,137
40 41
42
43 44