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
1151
$169K 0.01%
10,500
-38
1152
$168K 0.01%
32,270
-10,552
1153
$167K 0.01%
12,007
+442
1154
$167K 0.01%
11,547
+29
1155
$166K 0.01%
14,689
-1,057
1156
$162K 0.01%
+13,288
1157
$160K 0.01%
+10,017
1158
$159K 0.01%
10,500
-100
1159
$159K 0.01%
14,522
-1,657
1160
$157K 0.01%
10,354
-1,046
1161
$154K 0.01%
+14,422
1162
$153K 0.01%
13,277
+101
1163
$152K 0.01%
19,326
1164
$148K 0.01%
11,657
+440
1165
$144K 0.01%
23,222
+400
1166
$143K 0.01%
20,200
+6,000
1167
$142K 0.01%
+12,902
1168
$139K 0.01%
14,826
-1,373
1169
$139K 0.01%
302,550
+39,500
1170
$138K ﹤0.01%
40,602
+2,918
1171
$137K ﹤0.01%
3,877
+1,745
1172
$137K ﹤0.01%
11,270
-1,886
1173
$134K ﹤0.01%
41,891
+2,327
1174
$132K ﹤0.01%
24,058
+549
1175
$129K ﹤0.01%
20,675
+575
45 46
47
48 49