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
251
$709K 0.09%
+24,665
252
$703K 0.09%
+16,903
253
$699K 0.09%
+6,459
254
$696K 0.09%
+6,075
255
$694K 0.09%
+15,143
256
$692K 0.09%
+14,855
257
$688K 0.09%
+6,190
258
$687K 0.09%
+5,467
259
$686K 0.09%
+20,898
260
$684K 0.09%
+15,007
261
$681K 0.09%
+17,767
262
$680K 0.09%
+12,576
263
$666K 0.09%
+29,042
264
$664K 0.09%
+5,195
265
$660K 0.09%
+9,753
266
$660K 0.09%
+18,842
267
$660K 0.09%
+13,087
268
$653K 0.09%
+6,170
269
$653K 0.09%
+14,446
270
$652K 0.09%
+8,967
271
$652K 0.09%
+9,743
272
$649K 0.09%
+9,530
273
$648K 0.09%
+4,964
274
$646K 0.09%
+8,023
275
$644K 0.09%
+7,060
9 10
11
12 13