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
1301
-2,043
1302
-6,014
1303
-49,705
1304
-11,377
1305
-820
1306
-18,500
1307
-52,148
1308
-33,560
1309
-114,256
1310
-25,281
1311
-7,172
1312
-58
1313
-10,260
1314
-386,373
1315
-36,068
1316
-13,523
1317
-6,647
1318
-2,853
1319
-10,523
1320
-11,773
1321
-2,122
1322
-10,000
1323
-4,451
1324
-5,711
1325
-3,918