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SPC

Sigma Planning Corp Portfolio holdings

AUM $3.6B
1-Year Est. Return 24.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.62B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,406
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$4.04M
3
+$4M
4
LST
Leuthold Select Industries ETF
LST
+$2.86M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$2.34M

Top Sells

1
+$4.13M
2
+$3.22M
3
+$3.17M
4
PLTR icon
Palantir
PLTR
+$2.77M
5
MP icon
MP Materials
MP
+$2.34M

Sector Composition

1 Technology 15.25%
2 Consumer Discretionary 4.19%
3 Financials 4.09%
4 Communication Services 3.57%
5 Healthcare 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTXN icon
1326
First Trust Nasdaq Oil & Gas ETF
FTXN
$921M
– –
-21,301
FTXO icon
1327
First Trust Nasdaq Bank ETF
FTXO
$308M
– –
-6,005
FUMB icon
1328
First Trust Ultra Short Duration Municipal ETF
FUMB
$245M
– –
-23,352
FUTU icon
1329
Futu Holdings
FUTU
$13.8B
– –
-1,300
GMAY icon
1330
FT Vest US Equity Moderate Buffer ETF May
GMAY
$466M
– –
-17,148
HIG icon
1331
Hartford Financial Services
HIG
$36.3B
– –
-1,502
HPQ icon
1332
HP
HPQ
$21.3B
– –
-8,335
HYFI icon
1333
AB High Yield ETF
HYFI
$347M
– –
-5,533
IAF
1334
abrdn Australia Equity Fund
IAF
$119M
– –
-4,033
IBDQ
1335
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
– –
-45,486
IBHF icon
1336
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$858M
– –
-10,791
IBHE
1337
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
– –
-19,439
IBP icon
1338
Installed Building Products
IBP
$6.02B
– –
-3,166
IBTF
1339
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
– –
-10,277
IBTG icon
1340
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.32B
– –
-11,771
JGRO icon
1341
JPMorgan Active Growth ETF
JGRO
$9.62B
– –
-14,593
K
1342
DELISTED
Kellanova
K
– –
-15,921
LEN icon
1343
Lennar Class A
LEN
$22.9B
– –
-1,805
LGOV icon
1344
First Trust Long Duration Opportunities ETF
LGOV
$659M
– –
-31,864
LMND icon
1345
Lemonade
LMND
$4.39B
– –
-13,125
LRN icon
1346
Stride
LRN
$3.61B
– –
-6,506
LTC
1347
LTC Properties
LTC
$1.95B
– –
-6,258
MCHP icon
1348
Microchip Technology
MCHP
$50.1B
– –
-11,770
MDGL icon
1349
Madrigal Pharmaceuticals
MDGL
$11.8B
– –
-2,000
MIRM icon
1350
Mirum Pharmaceuticals
MIRM
$7.01B
– –
-3,400
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