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
201
$3.12M 0.1%
58,986
+25,990
202
$3.1M 0.1%
87,252
+26,970
203
$3.08M 0.1%
30,678
-163
204
$3.05M 0.1%
8,957
-328
205
$3.05M 0.1%
15,634
+561
206
$3.04M 0.1%
102,675
-5,057
207
$3.02M 0.1%
24,985
-4,863
208
$3.01M 0.1%
43,901
+5,351
209
$3M 0.1%
+7,860
210
$2.97M 0.09%
47,430
-1,142
211
$2.93M 0.09%
43,368
-656
212
$2.92M 0.09%
90,402
-17,615
213
$2.91M 0.09%
109,497
-1,635
214
$2.9M 0.09%
14,899
-5,575
215
$2.88M 0.09%
19,132
-2,811
216
$2.86M 0.09%
11,451
-1,093
217
$2.86M 0.09%
56,966
+6,266
218
$2.85M 0.09%
135,583
+23,428
219
$2.82M 0.09%
7,207
-3,198
220
$2.78M 0.09%
133,497
-3,014
221
$2.78M 0.09%
47,338
-1,137
222
$2.76M 0.09%
58,218
-351
223
$2.75M 0.09%
20,125
-468
224
$2.72M 0.09%
9,373
-462
225
$2.72M 0.09%
30,299
-3,093
7 8
9
10 11