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
151
$4.23M 0.13%
60,431
-3,938
152
$4.22M 0.13%
21,179
-580
153
$4.21M 0.13%
17,063
+1,488
154
$4.2M 0.13%
129,068
-1,549
155
$4.18M 0.13%
81,624
-4,660
156
$4.17M 0.13%
41,417
+11,637
157
$4.12M 0.13%
82,391
-74
158
$4.09M 0.13%
18,571
-5,360
159
$3.97M 0.13%
41,258
-2,863
160
$3.93M 0.12%
45,233
+4,148
161
$3.92M 0.12%
8,807
-133
162
$3.88M 0.12%
31,819
-2,082
163
$3.88M 0.12%
53,278
+3,468
164
$3.84M 0.12%
11,502
-92
165
$3.81M 0.12%
+155,491
166
$3.81M 0.12%
108,448
-23,888
167
$3.8M 0.12%
84,110
-1,101
168
$3.77M 0.12%
37,697
+568
169
$3.77M 0.12%
96,491
+2,334
170
$3.75M 0.12%
35,142
-7,108
171
$3.75M 0.12%
40,008
-23,740
172
$3.69M 0.12%
21,788
-10,886
173
$3.62M 0.11%
18,807
+3,528
174
$3.62M 0.11%
19,846
-317
175
$3.61M 0.11%
79,203
-8,461
5 6
7
8 9