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
$756M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$20.9M
3
+$13.8M
4
VQT
iPath S&P VEQTOR ETN
VQT
+$13.2M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$12.7M

Top Sells

No sells this quarter

Sector Composition

1 Energy 7.26%
2 Technology 7.04%
3 Healthcare 6%
4 Consumer Staples 5.19%
5 Industrials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$589K 0.08%
+22,566
302
$587K 0.08%
+14,781
303
$586K 0.08%
+6,148
304
$586K 0.08%
+42,836
305
$584K 0.08%
+5,772
306
$582K 0.08%
+34,411
307
$578K 0.08%
+19,940
308
$576K 0.08%
+20,088
309
$575K 0.08%
+22,060
310
$572K 0.08%
+7,153
311
$565K 0.07%
+21,831
312
$564K 0.07%
+9,172
313
$557K 0.07%
+9,504
314
$554K 0.07%
+6,544
315
$553K 0.07%
+10,686
316
$549K 0.07%
+21,240
317
$547K 0.07%
+5,520
318
$542K 0.07%
+6,178
319
$540K 0.07%
+35,858
320
$534K 0.07%
+13,326
321
$533K 0.07%
+8,820
322
$532K 0.07%
+277
323
$530K 0.07%
+2,869
324
$527K 0.07%
+36,616
325
$520K 0.07%
+8,445
11 12
13
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