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
$3.15B
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$7.14M
3
+$6.28M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$6.25M
5
PAMC icon
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
+$4.87M

Top Sells

1
+$9.52M
2
+$6.94M
3
+$6.29M
4
MSFT icon
Microsoft
MSFT
+$5.36M
5
ARM icon
Arm
ARM
+$5.07M

Sector Composition

1 Technology 13.9%
2 Consumer Discretionary 4.29%
3 Healthcare 3.99%
4 Financials 3.89%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.9M 0.16%
220,842
-42
127
$4.87M 0.15%
117,404
+6,344
128
$4.87M 0.15%
+110,679
129
$4.86M 0.15%
55,424
-144
130
$4.86M 0.15%
274,772
+6,621
131
$4.75M 0.15%
38,346
-3,330
132
$4.68M 0.15%
167,388
+1,878
133
$4.65M 0.15%
9,964
-634
134
$4.6M 0.15%
34,960
+16,944
135
$4.58M 0.15%
20,988
+1,004
136
$4.57M 0.14%
81,041
-1,222
137
$4.57M 0.14%
38,541
+425
138
$4.5M 0.14%
162,936
+111,063
139
$4.49M 0.14%
103,043
+8,922
140
$4.45M 0.14%
7,722
+445
141
$4.42M 0.14%
31,334
-1,506
142
$4.4M 0.14%
100,485
-5,240
143
$4.39M 0.14%
110,387
-813
144
$4.36M 0.14%
50,722
+661
145
$4.35M 0.14%
11,940
-1,296
146
$4.32M 0.14%
25,195
-4,944
147
$4.27M 0.14%
13,618
-835
148
$4.26M 0.14%
9,667
-469
149
$4.23M 0.13%
23,199
+1,990
150
$4.23M 0.13%
103,729
-41,661
4 5
6
7 8