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
1176
$123K ﹤0.01%
13,483
1177
$123K ﹤0.01%
15,723
+43
1178
$121K ﹤0.01%
12,221
+35
1179
– –
0
1180
$118K ﹤0.01%
10,217
1181
$116K ﹤0.01%
18,066
+1,255
1182
$115K ﹤0.01%
1,970
+5
1183
$113K ﹤0.01%
29,527
+8,624
1184
$113K ﹤0.01%
24,475
+2,613
1185
$113K ﹤0.01%
12,704
-3,911
1186
$113K ﹤0.01%
16,642
+3,912
1187
$111K ﹤0.01%
12,767
+820
1188
$110K ﹤0.01%
6,685
+145
1189
$109K ﹤0.01%
1,312
+38
1190
$108K ﹤0.01%
18,166
+2,205
1191
$108K ﹤0.01%
27,650
-1,889
1192
$107K ﹤0.01%
13,170
-817
1193
$107K ﹤0.01%
14,653
+1,052
1194
$106K ﹤0.01%
4,036
+960
1195
$104K ﹤0.01%
17,300
-200
1196
$103K ﹤0.01%
10,201
1197
$103K ﹤0.01%
+14,600
1198
$101K ﹤0.01%
14,382
+789
1199
$99.9K ﹤0.01%
10,000
1200
$99.8K ﹤0.01%
+17,030
46 47
48
49 50