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
176
$3.61M 0.11%
17,603
+3,375
177
$3.61M 0.11%
49,622
-38,700
178
$3.59M 0.11%
120,861
+7,493
179
$3.59M 0.11%
295,949
+410
180
$3.59M 0.11%
32,491
-1,018
181
$3.57M 0.11%
44,611
-2,076
182
$3.55M 0.11%
59,857
-4,482
183
$3.54M 0.11%
127,416
-14,788
184
$3.49M 0.11%
11,346
+126
185
$3.48M 0.11%
91,763
-6,046
186
$3.47M 0.11%
34,891
-11,869
187
$3.44M 0.11%
174,471
+22,794
188
$3.43M 0.11%
9,182
-1,753
189
$3.43M 0.11%
13,210
+1,863
190
$3.43M 0.11%
80,713
+13,162
191
$3.4M 0.11%
35,030
-4,649
192
$3.36M 0.11%
40,150
-158
193
$3.34M 0.11%
65,362
+4,478
194
$3.29M 0.1%
48,810
+2,740
195
$3.29M 0.1%
42,835
-7,229
196
$3.28M 0.1%
48,719
-555
197
$3.24M 0.1%
51,254
+1,023
198
$3.17M 0.1%
105,617
-28,297
199
$3.15M 0.1%
95,882
-46,306
200
$3.14M 0.1%
17,238
-4,977
6 7
8
9 10