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
51
$3.25M 0.43%
+31,302
52
$3.21M 0.42%
+115,263
53
$3.19M 0.42%
+34,014
54
$3.04M 0.4%
+38,522
55
$3.01M 0.4%
+28,798
56
$2.87M 0.38%
+36,048
57
$2.81M 0.37%
+30,009
58
$2.77M 0.37%
+72,948
59
$2.76M 0.36%
+124,143
60
$2.75M 0.36%
+49,713
61
$2.75M 0.36%
+61,025
62
$2.74M 0.36%
+77,908
63
$2.71M 0.36%
+43,244
64
$2.69M 0.36%
+39,111
65
$2.66M 0.35%
+38,574
66
$2.63M 0.35%
+32,502
67
$2.62M 0.35%
+27,719
68
$2.57M 0.34%
+367,603
69
$2.52M 0.33%
+46,559
70
$2.52M 0.33%
+21,072
71
$2.51M 0.33%
+30,982
72
$2.48M 0.33%
+57,839
73
$2.47M 0.33%
+134,836
74
$2.45M 0.32%
+57,637
75
$2.4M 0.32%
+45,124
1 2
3
4 5