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
276
$640K 0.08%
+30,271
277
$639K 0.08%
+22,963
278
$637K 0.08%
+17,748
279
$633K 0.08%
+12,797
280
$632K 0.08%
+10,311
281
$629K 0.08%
+34,536
282
$628K 0.08%
+16,102
283
$624K 0.08%
+5,689
284
$624K 0.08%
+5,351
285
$623K 0.08%
+24,086
286
$620K 0.08%
+26,552
287
$619K 0.08%
+24,548
288
$619K 0.08%
+12,200
289
$608K 0.08%
+26,020
290
$608K 0.08%
+30,160
291
$608K 0.08%
+36,162
292
$607K 0.08%
+21,928
293
$604K 0.08%
+10,786
294
$603K 0.08%
+5,463
295
$597K 0.08%
+9,676
296
$597K 0.08%
+6,249
297
$597K 0.08%
+40,845
298
$594K 0.08%
+1,663
299
$594K 0.08%
+49,176
300
$593K 0.08%
+16,981
10 11
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