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
1126
$116K ﹤0.01%
+45,300
1127
$116K ﹤0.01%
10,936
-210
1128
$112K ﹤0.01%
13,377
+197
1129
$112K ﹤0.01%
17,795
+4,875
1130
$111K ﹤0.01%
22,854
+1,007
1131
$107K ﹤0.01%
24,914
-1,875
1132
$107K ﹤0.01%
16,655
+3,290
1133
$100K ﹤0.01%
15,736
+579
1134
$99.8K ﹤0.01%
26,200
-400
1135
$99.8K ﹤0.01%
13,618
-105
1136
$94.7K ﹤0.01%
+10,474
1137
$92.9K ﹤0.01%
31,263
+9,095
1138
$92.7K ﹤0.01%
25,336
+5,801
1139
$92.7K ﹤0.01%
13,208
+2,865
1140
$90.1K ﹤0.01%
13,880
1141
$89.7K ﹤0.01%
17,790
+3,446
1142
$88.1K ﹤0.01%
+11,795
1143
$86.9K ﹤0.01%
14,674
-46
1144
$81.4K ﹤0.01%
39,921
+1,700
1145
$78.1K ﹤0.01%
33,530
+5,475
1146
$76.7K ﹤0.01%
10,307
-2,915
1147
$68.3K ﹤0.01%
11,736
+78
1148
$63.4K ﹤0.01%
16,585
+138
1149
$61.2K ﹤0.01%
11,777
+28
1150
$59.4K ﹤0.01%
12,729
-561
44 45
46
47 48