SPC
Sigma Planning Corp Portfolio holdings
AUM
$3.33B
1-Year Return
17.21%
This Quarter Return
+2.88%
1 Year Return
+17.21%
3 Year Return
+65.27%
5 Year Return
+117.04%
10 Year Return
+263.51%
AUM
$756M
AUM Growth
–
Cap. Flow
+$756M
Cap. Flow
% of AUM
99.97%
Top 10 Holdings %
Top 10 Hldgs %
16.54%
Holding
716
New
714
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$25.3M |
| 2 |
Apple
AAPL
|
+$20.9M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$13.8M |
| 4 |
VQT
iPath S&P VEQTOR ETN
VQT
|
+$13.2M |
| 5 |
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% |
