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
201
$2.9M 0.1%
30,233
-2,735
202
$2.89M 0.1%
156,339
+19,644
203
$2.86M 0.1%
16,428
+3,477
204
$2.82M 0.1%
11,388
+339
205
$2.82M 0.1%
13,744
-271
206
$2.79M 0.1%
33,322
+65
207
$2.79M 0.1%
29,995
+4,887
208
$2.78M 0.1%
49,294
+4,306
209
$2.78M 0.1%
42,846
-8,667
210
$2.77M 0.1%
13,122
-141
211
$2.76M 0.1%
29,226
-3,901
212
$2.75M 0.1%
90,173
-2,667
213
$2.71M 0.1%
52,601
+10,637
214
$2.71M 0.1%
57,979
+5,315
215
$2.71M 0.1%
53,767
+93
216
$2.7M 0.1%
18,104
+1,429
217
$2.67M 0.1%
76,359
+5,063
218
$2.67M 0.1%
22,622
+525
219
$2.66M 0.1%
17,481
+3,950
220
$2.66M 0.1%
12,433
+249
221
$2.66M 0.1%
19,573
+614
222
$2.65M 0.09%
143,387
-8,043
223
$2.64M 0.09%
21,782
+1,408
224
$2.59M 0.09%
14,959
-2,115
225
$2.57M 0.09%
98,630
+4,531
7 8
9
10 11