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
$3.26B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,282
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$4.43M
3
+$3.61M
4
FTGS icon
First Trust Growth Strength ETF
FTGS
+$3.41M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$3.11M

Top Sells

1
+$8.05M
2
+$6.63M
3
+$6.19M
4
AAPL icon
Apple
AAPL
+$5.74M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.62M

Sector Composition

1 Technology 13.13%
2 Consumer Discretionary 4.22%
3 Healthcare 4.12%
4 Financials 4.11%
5 Industrials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$82.4K ﹤0.01%
10,656
-3,224
1177
$72.9K ﹤0.01%
13,646
+438
1178
$65.8K ﹤0.01%
25,000
-1,200
1179
$64.8K ﹤0.01%
11,804
+27
1180
$63.3K ﹤0.01%
+10,687
1181
$63.2K ﹤0.01%
17,000
-795
1182
$61K ﹤0.01%
11,783
+47
1183
$60.8K ﹤0.01%
25,336
1184
$58.7K ﹤0.01%
27,800
-17,500
1185
$57.2K ﹤0.01%
20,207
1186
$57K ﹤0.01%
4,033
1187
$53.3K ﹤0.01%
19,463
1188
$46.8K ﹤0.01%
35,754
-4,167
1189
$46K ﹤0.01%
1,157
+52
1190
$44.6K ﹤0.01%
12,747
+85
1191
$42.8K ﹤0.01%
16,326
1192
$34.8K ﹤0.01%
13,684
1193
$29.1K ﹤0.01%
+10,324
1194
$26.8K ﹤0.01%
17,972
1195
$26.5K ﹤0.01%
18,500
1196
$24.8K ﹤0.01%
180,400
1197
$22K ﹤0.01%
12,000
1198
$20.2K ﹤0.01%
12,241
+100
1199
$19.2K ﹤0.01%
10,920
-31
1200
$17.9K ﹤0.01%
10,500
46 47
48
49 50