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
1201
– –
-5,869
1202
– –
-11,615
1203
– –
-29,425
1204
– –
-12,285
1205
– –
-2,086
1206
– –
-583
1207
– –
-56,464
1208
– –
-5,075
1209
– –
-4,756
1210
– –
-7,695
1211
– –
-20,528
1212
– –
-16,799
1213
– –
-1,515
1214
– –
-32,553
1215
– –
-18,677
1216
– –
-34,348
1217
– –
-1,860
1218
– –
-5,395
1219
– –
-2,822
1220
– –
-25,586
1221
– –
-13,509
1222
– –
-8,587
1223
– –
-11,542
1224
– –
-1,574
1225
– –
-1,569
47 48
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