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
451
$342K 0.05%
+7,147
452
$342K 0.05%
+8,797
453
$340K 0.04%
+5,463
454
$339K 0.04%
+5,115
455
$338K 0.04%
+11,550
456
$338K 0.04%
+10,031
457
$336K 0.04%
+7,639
458
$336K 0.04%
+7,454
459
$336K 0.04%
+24,406
460
$336K 0.04%
+4,444
461
$335K 0.04%
+7,008
462
$335K 0.04%
+28,290
463
$335K 0.04%
+3,262
464
$335K 0.04%
+5,107
465
$334K 0.04%
+6,287
466
$334K 0.04%
+7,146
467
$333K 0.04%
+12,846
468
$330K 0.04%
+43,762
469
$329K 0.04%
+5,371
470
$328K 0.04%
+15,120
471
$328K 0.04%
+7,932
472
$327K 0.04%
+3,199
473
$326K 0.04%
+12,142
474
$324K 0.04%
+6,012
475
$323K 0.04%
+31,150
17 18
19
20 21