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
1051
$217K 0.01%
4,398
-5,366
1052
$217K 0.01%
2,826
-81
1053
$216K 0.01%
2,076
-618
1054
$216K 0.01%
722
-38
1055
$216K 0.01%
1,122
-105
1056
$216K 0.01%
5,186
-1,131
1057
$215K 0.01%
2,277
1058
$215K 0.01%
4,660
-1,115
1059
$214K 0.01%
9,111
-1,757
1060
$214K 0.01%
+8,030
1061
$214K 0.01%
9,024
-1,455
1062
$213K 0.01%
+7,781
1063
$213K 0.01%
2,728
+19
1064
$212K 0.01%
+4,395
1065
$211K 0.01%
10,695
-248
1066
$210K 0.01%
2,566
-132
1067
$209K 0.01%
+3,861
1068
$208K 0.01%
+2,040
1069
$208K 0.01%
9,241
-290
1070
$208K 0.01%
4,417
+184
1071
$207K 0.01%
1,808
-39
1072
$207K 0.01%
+695
1073
$207K 0.01%
+2,457
1074
$206K 0.01%
36,695
1075
$206K 0.01%
4,915
-850
41 42
43
44 45