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
1076
$205K 0.01%
+1,999
1077
$205K 0.01%
8,960
+1,628
1078
$205K 0.01%
480
+1
1079
$205K 0.01%
1,912
-440
1080
$204K 0.01%
619
-2
1081
$204K 0.01%
1,152
-291
1082
$204K 0.01%
1,260
-474
1083
$204K 0.01%
1,723
1084
$203K 0.01%
3,446
1085
$203K 0.01%
2,110
-1,873
1086
$203K 0.01%
3,672
-801
1087
$202K 0.01%
+9,006
1088
$202K 0.01%
4,580
-227
1089
$201K 0.01%
10,498
-155,436
1090
$201K 0.01%
+9,866
1091
$200K 0.01%
27,241
-837
1092
$200K 0.01%
7,235
-1,539
1093
$200K 0.01%
14,411
+866
1094
$200K 0.01%
16,168
-404
1095
$200K 0.01%
41,407
-141,644
1096
$199K 0.01%
41,952
+1
1097
$196K 0.01%
27,022
+5,701
1098
$188K 0.01%
11,384
-339
1099
$183K 0.01%
11,484
+277
1100
$182K 0.01%
+12,905
42 43
44
45 46