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
$3.26B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,282
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$4.43M
3
+$3.61M
4
FTGS icon
First Trust Growth Strength ETF
FTGS
+$3.41M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$3.11M

Top Sells

1
+$8.05M
2
+$6.63M
3
+$6.19M
4
AAPL icon
Apple
AAPL
+$5.74M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.62M

Sector Composition

1 Technology 13.13%
2 Consumer Discretionary 4.22%
3 Healthcare 4.12%
4 Financials 4.11%
5 Industrials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$239K 0.01%
6,348
-1,495
1052
$238K 0.01%
+654
1053
$238K 0.01%
1,336
+4
1054
$238K 0.01%
48,245
-51,460
1055
$238K 0.01%
+9,502
1056
$237K 0.01%
8,524
-157
1057
$237K 0.01%
8,021
-9
1058
$236K 0.01%
5,371
+1
1059
$236K 0.01%
2,416
-241
1060
$236K 0.01%
+7,081
1061
$236K 0.01%
2,441
-159
1062
$236K 0.01%
4,873
-165
1063
$235K 0.01%
+3,767
1064
$234K 0.01%
5,029
-535
1065
$234K 0.01%
5,096
-605
1066
$233K 0.01%
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$233K 0.01%
2,173
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1068
$232K 0.01%
7,843
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1069
$232K 0.01%
2,170
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1070
$232K 0.01%
+2,239
1071
$232K 0.01%
5,813
+627
1072
$231K 0.01%
+6,217
1073
$230K 0.01%
+2,000
1074
$230K 0.01%
567
-837
1075
$230K 0.01%
28,376
+8,387
41 42
43
44 45