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
1026
$230K 0.01%
1,939
-1,374
1027
$229K 0.01%
8,681
-809
1028
$228K 0.01%
2,267
-15
1029
$227K 0.01%
2,207
-822
1030
$227K 0.01%
2,185
-28
1031
$226K 0.01%
23,441
-12
1032
$224K 0.01%
10,120
1033
$224K 0.01%
5,443
+84
1034
$224K 0.01%
6,483
-527
1035
$222K 0.01%
8,101
-57
1036
$222K 0.01%
4,755
+19
1037
$221K 0.01%
4,455
1038
$221K 0.01%
2,245
-933
1039
$220K 0.01%
9,217
-464
1040
$220K 0.01%
9,758
+395
1041
$220K 0.01%
8,421
-1,214
1042
$220K 0.01%
+4,144
1043
$220K 0.01%
3,856
+193
1044
$219K 0.01%
+7,122
1045
$219K 0.01%
5,660
-12,422
1046
$219K 0.01%
10,010
1047
$218K 0.01%
5,045
-225
1048
$218K 0.01%
+5,370
1049
$218K 0.01%
3,100
+224
1050
$218K 0.01%
3,071
+212
40 41
42
43 44