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
101
$6.07M 0.22%
86,083
-19,142
102
$6.05M 0.22%
288,388
+7,009
103
$6.03M 0.22%
42,805
+595
104
$5.98M 0.21%
13,947
+502
105
$5.96M 0.21%
290,828
+8,552
106
$5.92M 0.21%
241,871
+462
107
$5.92M 0.21%
82,222
-1,551
108
$5.9M 0.21%
79,374
+10,635
109
$5.83M 0.21%
387,297
+16,725
110
$5.82M 0.21%
116,266
+18,782
111
$5.81M 0.21%
24,248
-7,433
112
$5.73M 0.21%
17,307
+1,027
113
$5.71M 0.2%
57,331
+19,856
114
$5.69M 0.2%
238,728
-7,782
115
$5.55M 0.2%
60,939
-21,871
116
$5.53M 0.2%
159,825
-4,556
117
$5.47M 0.2%
52,516
+450
118
$5.46M 0.2%
72,548
-3,902
119
$5.44M 0.19%
58,367
-805
120
$5.36M 0.19%
161,753
-271,601
121
$5.1M 0.18%
42,419
-8,404
122
$5.09M 0.18%
49,428
+415
123
$5.08M 0.18%
+166,118
124
$5.08M 0.18%
69,043
-9,686
125
$5.03M 0.18%
54,983
+26,002
3 4
5
6 7