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
1076
$235K 0.01%
2,581
-5
1077
$235K 0.01%
+300
1078
$234K 0.01%
5,634
-206
1079
$234K 0.01%
4,778
+78
1080
$234K 0.01%
10,746
-537
1081
$231K 0.01%
+2,256
1082
$231K 0.01%
15,572
+35
1083
$231K 0.01%
21,255
-1,179
1084
$230K 0.01%
+2,516
1085
$230K 0.01%
25,507
+1,775
1086
$230K 0.01%
5,044
+494
1087
$229K 0.01%
3,305
+13
1088
$229K 0.01%
+9,599
1089
$229K 0.01%
8,066
1090
$226K 0.01%
+4,848
1091
$226K 0.01%
+9,510
1092
$226K 0.01%
6,452
-494
1093
$226K 0.01%
4,740
-588
1094
$226K 0.01%
4,382
-196
1095
$226K 0.01%
28,484
-3,913
1096
$225K 0.01%
3,715
-1,755
1097
$223K 0.01%
+12,954
1098
$222K 0.01%
+711
1099
$221K 0.01%
+8,802
1100
$220K 0.01%
16,063
+3,263
42 43
44
45 46