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%
3 Healthcare 6%
4 Consumer Staples 5.19%
5 Industrials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.48M 0.59%
+106,186
27
$4.42M 0.58%
+73,241
28
$4.39M 0.58%
+105,168
29
$4.37M 0.58%
+42,348
30
$4.35M 0.58%
+119,879
31
$4.34M 0.57%
+102,679
32
$4.28M 0.57%
+65,438
33
$4.25M 0.56%
+157,788
34
$4.04M 0.53%
+92,248
35
$4M 0.53%
+77,869
36
$3.98M 0.53%
+49,785
37
$3.98M 0.53%
+90,959
38
$3.96M 0.52%
+97,929
39
$3.91M 0.52%
+84,259
40
$3.9M 0.52%
+83,916
41
$3.85M 0.51%
+82,230
42
$3.79M 0.5%
+33,801
43
$3.67M 0.49%
+47,795
44
$3.66M 0.48%
+102,208
45
$3.62M 0.48%
+49,589
46
$3.61M 0.48%
+107,204
47
$3.35M 0.44%
+24,388
48
$3.32M 0.44%
+39,740
49
$3.29M 0.43%
+117,736
50
$3.27M 0.43%
+16,989
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