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
76
$2.4M 0.32%
+30,810
77
$2.4M 0.32%
+91,029
78
$2.4M 0.32%
+35,048
79
$2.39M 0.32%
+80,839
80
$2.39M 0.32%
+27,263
81
$2.34M 0.31%
+37,284
82
$2.32M 0.31%
+24,634
83
$2.32M 0.31%
+17,816
84
$2.29M 0.3%
+14,919
85
$2.28M 0.3%
+95,067
86
$2.28M 0.3%
+143,260
87
$2.21M 0.29%
+42,763
88
$2.19M 0.29%
+43,414
89
$2.19M 0.29%
+26,913
90
$2.19M 0.29%
+20,656
91
$2.19M 0.29%
+39,878
92
$2.17M 0.29%
+20,677
93
$2.12M 0.28%
+202,159
94
$2.1M 0.28%
+92,739
95
$2.08M 0.27%
+45,859
96
$2.06M 0.27%
+28,008
97
$2M 0.26%
+18,874
98
$1.96M 0.26%
+49,184
99
$1.94M 0.26%
+16,273
100
$1.93M 0.25%
+103,630
2 3
4
5 6