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
1051
$246K 0.01%
13,115
-2,432
1052
$246K 0.01%
+4,924
1053
$246K 0.01%
2,643
+125
1054
$246K 0.01%
7,150
+533
1055
$245K 0.01%
14,045
-1,201
1056
$244K 0.01%
11,491
+580
1057
$243K 0.01%
3,464
+70
1058
$242K 0.01%
7,889
1059
$241K 0.01%
8,557
-15
1060
$241K 0.01%
+4,972
1061
$239K 0.01%
4,266
-16
1062
$239K 0.01%
3,762
-388
1063
$239K 0.01%
5,351
+208
1064
$238K 0.01%
23,404
-3,004
1065
$238K 0.01%
5,020
-1,918
1066
$238K 0.01%
13,540
+504
1067
$238K 0.01%
+6,985
1068
$238K 0.01%
+6,721
1069
$238K 0.01%
5,821
-23,554
1070
$237K 0.01%
5,214
+2
1071
$237K 0.01%
+1,116
1072
$236K 0.01%
6,639
-17
1073
$235K 0.01%
2,638
-19,671
1074
$235K 0.01%
2,729
1075
$235K 0.01%
+9,483
41 42
43
44 45