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
201
$905K 0.12%
+15,126
202
$905K 0.12%
+139,744
203
$900K 0.12%
+12,437
204
$898K 0.12%
+48,679
205
$898K 0.12%
+8,474
206
$888K 0.12%
+8,392
207
$886K 0.12%
+38,711
208
$886K 0.12%
+18,294
209
$882K 0.12%
+10,413
210
$874K 0.12%
+15,895
211
$869K 0.11%
+10,552
212
$868K 0.11%
+24,162
213
$862K 0.11%
+33,988
214
$862K 0.11%
+60,460
215
$860K 0.11%
+8,759
216
$858K 0.11%
+13,631
217
$857K 0.11%
+16,035
218
$855K 0.11%
+12,576
219
$846K 0.11%
+5,970
220
$843K 0.11%
+20,540
221
$842K 0.11%
+16,604
222
$840K 0.11%
+26,510
223
$837K 0.11%
+19,363
224
$832K 0.11%
+7,587
225
$822K 0.11%
+76,622
7 8
9
10 11