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
1201
$96.6K ﹤0.01%
6,123
-570
1202
$94.8K ﹤0.01%
11,360
-37,645
1203
$92.8K ﹤0.01%
10,239
-1,150
1204
$90K ﹤0.01%
32,133
-13,327
1205
$89.6K ﹤0.01%
10,998
-1,260
1206
$89.3K ﹤0.01%
15,741
+821
1207
$88.6K ﹤0.01%
19,086
-331
1208
$84.9K ﹤0.01%
+10,429
1209
$79.4K ﹤0.01%
17,409
+120
1210
$78.3K ﹤0.01%
10,373
+73
1211
$74.5K ﹤0.01%
3,838
+506
1212
$74.5K ﹤0.01%
12,995
+26
1213
$73.8K ﹤0.01%
15,000
+3,500
1214
$71.7K ﹤0.01%
1,107
+268
1215
$71.7K ﹤0.01%
16,031
-685
1216
$71.4K ﹤0.01%
10,564
+38
1217
$69.7K ﹤0.01%
10,800
+500
1218
$69.3K ﹤0.01%
+26,853
1219
$66.7K ﹤0.01%
+10,702
1220
$62.7K ﹤0.01%
593
+9
1221
$61.2K ﹤0.01%
19,620
+585
1222
$61K ﹤0.01%
3,833
1223
$56.6K ﹤0.01%
4,295
1224
$56.5K ﹤0.01%
21,010
+2,119
1225
$56K ﹤0.01%
11,050
+300
47 48
49
50 51