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 8.95%
2 Healthcare 5.48%
3 Financials 4.46%
4 Consumer Discretionary 4.03%
5 Industrials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1301
-26,130
1302
-52,859
1303
-1,809
1304
-5,711
1305
-3,918
1306
-9,811
1307
-42,066
1308
-14,251
1309
-3,032
1310
-5,115
1311
-7,731
1312
-43,834
1313
-46,741
1314
-13,239
1315
-21,279
1316
-86,569
1317
-3,617
1318
-4,051
1319
-1,601
1320
-5,713
1321
-55,887
1322
-10,282
1323
-11,229
1324
-16,326
1325
-32,053