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
1126
$203K 0.01%
+5,862
1127
$202K 0.01%
2,122
-557
1128
$202K 0.01%
6,598
-2,302
1129
$201K 0.01%
16,235
+37
1130
$201K 0.01%
+6,755
1131
$200K 0.01%
+4,976
1132
$200K 0.01%
+11,940
1133
$196K 0.01%
7,744
+2,107
1134
$196K 0.01%
15,840
-1,481
1135
$194K 0.01%
67,833
1136
$194K 0.01%
13,748
+301
1137
$193K 0.01%
17,375
-8,150
1138
$192K 0.01%
17,271
-2,280
1139
$191K 0.01%
11,424
+134
1140
$190K 0.01%
10,546
+465
1141
$187K 0.01%
14,506
1142
$187K 0.01%
11,089
-41
1143
$187K 0.01%
18,466
-242
1144
$181K 0.01%
13,776
+1,776
1145
$180K 0.01%
13,618
+1,199
1146
$179K 0.01%
16,028
-2,376
1147
$175K 0.01%
10,374
-424
1148
$172K 0.01%
+10,135
1149
$171K 0.01%
+13,670
1150
$170K 0.01%
16,475
-12,236
44 45
46
47 48