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
1151
$59.4K ﹤0.01%
20,207
+6,682
1152
$52.4K ﹤0.01%
+4,033
1153
$47.6K ﹤0.01%
+12,040
1154
$45.1K ﹤0.01%
19,463
1155
$44K ﹤0.01%
1,105
-24
1156
$41.8K ﹤0.01%
12,662
+208
1157
$40.5K ﹤0.01%
16,326
+4,000
1158
$40.1K ﹤0.01%
10,061
1159
$40K ﹤0.01%
1,800
+752
1160
$36.4K ﹤0.01%
11,373
-1,046
1161
$31.4K ﹤0.01%
18,500
1162
$29.7K ﹤0.01%
1,051
-20
1163
$27K ﹤0.01%
+12,141
1164
$26.4K ﹤0.01%
180,400
+19,900
1165
$23.9K ﹤0.01%
12,000
1166
$22.5K ﹤0.01%
17,972
-217
1167
$18.6K ﹤0.01%
17,416
1168
$18.2K ﹤0.01%
10,951
-53
1169
$17.4K ﹤0.01%
10,500
-4,500
1170
$15.7K ﹤0.01%
13,684
+1
1171
$14.8K ﹤0.01%
2,278
-901
1172
$12.3K ﹤0.01%
11,208
+201
1173
$9K ﹤0.01%
+13,000
1174
$8.25K ﹤0.01%
+1,059
1175
$6.07K ﹤0.01%
+252
45 46
47
48 49