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
1201
$14.7K ﹤0.01%
18,746
+1,330
1202
$5.43K ﹤0.01%
299
+47
1203
$4.67K ﹤0.01%
1,094
+35
1204
$337 ﹤0.01%
10,218
1205
– –
-76,473
1206
– –
-2,620
1207
– –
-3,861
1208
– –
-4,274
1209
– –
-1,260
1210
– –
-9,238
1211
– –
-3,446
1212
– –
-2,278
1213
– –
-62
1214
– –
-15,863
1215
– –
-5,045
1216
– –
-3,672
1217
– –
0
1218
– –
-4,417
1219
– –
-1,122
1220
– –
-3,435
1221
– –
-3,992
1222
– –
-9,217
1223
– –
-616
1224
– –
-11,367
1225
– –
-10,061
47 48
49
50 51