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
1226
$51.7K ﹤0.01%
14,480
+215
1227
$47.6K ﹤0.01%
10,365
1228
$45K ﹤0.01%
180
-26
1229
$42.7K ﹤0.01%
12,331
1230
$39.8K ﹤0.01%
11,068
-456
1231
$37.3K ﹤0.01%
68
1232
$36.8K ﹤0.01%
11,495
-375
1233
$32.9K ﹤0.01%
1,425
-5
1234
$32.2K ﹤0.01%
18,500
1235
$31.8K ﹤0.01%
4,536
1236
$20K ﹤0.01%
1,001
1237
$19.9K ﹤0.01%
10,722
+30
1238
$19.3K ﹤0.01%
15,402
1239
$19K ﹤0.01%
12,437
-150
1240
$18.9K ﹤0.01%
713
1241
$18K ﹤0.01%
10,730
-3,600
1242
$13.3K ﹤0.01%
81,750
1243
$12.2K ﹤0.01%
2,900
1244
$10.3K ﹤0.01%
29,284
1245
$9.95K ﹤0.01%
10,700
1246
$9.61K ﹤0.01%
1,240
-80
1247
$7.98K ﹤0.01%
+327
1248
$6.86K ﹤0.01%
925
+100
1249
$6.83K ﹤0.01%
+12,037
1250
$5.12K ﹤0.01%
350
48 49
50
51 52