SPC

Sigma Planning Corp Portfolio holdings

AUM $3.62B
1-Year Est. Return 22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.78B
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,380
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$6.13M
3
+$5.56M
4
PSFF icon
Pacer Swan SOS Fund of Funds ETF
PSFF
+$4.92M
5
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$3.11M

Top Sells

1
+$13M
2
+$12M
3
+$11.8M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$11.5M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$10.2M

Sector Composition

1 Technology 11.77%
2 Consumer Discretionary 4.93%
3 Healthcare 4.39%
4 Financials 4.02%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
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