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
426
$368K 0.05%
+2,762
427
$367K 0.05%
+44,075
428
$367K 0.05%
+11,418
429
$365K 0.05%
+11,976
430
$365K 0.05%
+4,947
431
$365K 0.05%
+9,620
432
$363K 0.05%
+7,289
433
$362K 0.05%
+7,530
434
$362K 0.05%
+2,087
435
$361K 0.05%
+21,650
436
$360K 0.05%
+19,692
437
$359K 0.05%
+26,105
438
$358K 0.05%
+13,757
439
$358K 0.05%
+8,808
440
$357K 0.05%
+16,854
441
$357K 0.05%
+10,849
442
$357K 0.05%
+6,332
443
$357K 0.05%
+26,452
444
$352K 0.05%
+15,795
445
$350K 0.05%
+6,356
446
$350K 0.05%
+43,616
447
$349K 0.05%
+6,417
448
$348K 0.05%
+6,043
449
$348K 0.05%
+7,746
450
$343K 0.05%
+32,474
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