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
1101
$220K 0.01%
2,350
-610
1102
$219K 0.01%
4,248
-79
1103
$218K 0.01%
3,841
+11
1104
$218K 0.01%
+3,829
1105
$217K 0.01%
+8,802
1106
$216K 0.01%
46,658
-1,100
1107
$214K 0.01%
6,407
-80
1108
$214K 0.01%
+18,727
1109
$214K 0.01%
10,122
-363
1110
$214K 0.01%
+8,722
1111
$214K 0.01%
4,089
-948
1112
$214K 0.01%
+4,422
1113
$212K 0.01%
29,155
-4,269
1114
$211K 0.01%
5,466
-2,689
1115
$211K 0.01%
+8,556
1116
$210K 0.01%
+11,460
1117
$208K 0.01%
23,886
+486
1118
$207K 0.01%
3,944
-1,094
1119
$207K 0.01%
+5,820
1120
$206K 0.01%
3,528
+48
1121
$205K 0.01%
3,642
-1,002
1122
$204K 0.01%
25,548
-7,163
1123
$203K 0.01%
27,126
-165
1124
$203K 0.01%
5,870
-300
1125
$203K 0.01%
+3,847
43 44
45
46 47