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
101
$6.03M 0.19%
89,035
+2,526
102
$5.98M 0.19%
61,644
+6,573
103
$5.92M 0.19%
34,202
-57
104
$5.85M 0.19%
24,166
-3,243
105
$5.84M 0.19%
35,988
-28,316
106
$5.77M 0.18%
34,967
-1,643
107
$5.76M 0.18%
18,440
+1,137
108
$5.69M 0.18%
64,598
+19
109
$5.66M 0.18%
128,878
+3,194
110
$5.66M 0.18%
73,851
-897
111
$5.65M 0.18%
325,397
+39,066
112
$5.63M 0.18%
51,803
+1,244
113
$5.56M 0.18%
55,487
+2,393
114
$5.52M 0.17%
25,855
-592
115
$5.48M 0.17%
86,105
-6,127
116
$5.48M 0.17%
36,399
-566
117
$5.39M 0.17%
21,136
-1,345
118
$5.12M 0.16%
141,137
+7,079
119
$5.11M 0.16%
9,559
+1,275
120
$5.06M 0.16%
264,676
-15,949
121
$5.05M 0.16%
51,925
-4,225
122
$5M 0.16%
398,631
-1,744
123
$4.98M 0.16%
64,262
-1,194
124
$4.97M 0.16%
50,065
-5,635
125
$4.97M 0.16%
13,285
-1,168
3 4
5
6 7