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
176
$3.54M 0.13%
85,784
+3,147
177
$3.47M 0.12%
89,763
-8,244
178
$3.46M 0.12%
21,787
-5,208
179
$3.41M 0.12%
20,667
-2,237
180
$3.37M 0.12%
21,497
-439
181
$3.36M 0.12%
33,204
-98
182
$3.33M 0.12%
73,926
-1,359
183
$3.3M 0.12%
52,041
+1,074
184
$3.28M 0.12%
12,362
-25
185
$3.27M 0.12%
23,332
-110
186
$3.24M 0.12%
67,654
-25,739
187
$3.18M 0.11%
28,952
-307
188
$3.18M 0.11%
121,923
-19,157
189
$3.16M 0.11%
119,539
-8,754
190
$3.15M 0.11%
100,785
-42,731
191
$3.14M 0.11%
39,519
+8,676
192
$3.14M 0.11%
80,378
-11,388
193
$3.13M 0.11%
37,889
+1,342
194
$3.11M 0.11%
50,192
-1,078
195
$3.11M 0.11%
50,062
-4,846
196
$3.05M 0.11%
+62,171
197
$2.99M 0.11%
119,345
+61,611
198
$2.99M 0.11%
177,777
-54,273
199
$2.93M 0.1%
47,740
+11,305
200
$2.91M 0.1%
298,335
-10,291
6 7
8
9 10