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
1101
$182K 0.01%
15,863
-818
1102
$178K 0.01%
7,816
+1,602
1103
$177K 0.01%
78,450
+1,900
1104
$176K 0.01%
13,469
-1,295
1105
$173K 0.01%
29,181
+1,100
1106
$170K 0.01%
24,472
+28
1107
$162K 0.01%
36,175
+500
1108
$160K 0.01%
19,630
+54
1109
$158K 0.01%
13,772
+1
1110
$153K ﹤0.01%
13,032
-340
1111
$152K ﹤0.01%
14,485
+12
1112
$151K ﹤0.01%
126,193
+17,500
1113
$145K ﹤0.01%
10,782
-2,937
1114
$143K ﹤0.01%
27,900
+547
1115
$141K ﹤0.01%
8,740
+233
1116
$140K ﹤0.01%
10,534
-1,377
1117
$140K ﹤0.01%
32,268
+944
1118
$138K ﹤0.01%
12,300
+500
1119
$135K ﹤0.01%
12,447
+11
1120
$133K ﹤0.01%
28,400
+1,550
1121
$131K ﹤0.01%
11,367
-48,471
1122
$131K ﹤0.01%
+11,100
1123
$123K ﹤0.01%
22,092
-3,380
1124
$120K ﹤0.01%
12,382
+46
1125
$117K ﹤0.01%
11,618
-19
43 44
45
46 47