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
326
$514K 0.07%
+13,070
327
$511K 0.07%
+62,306
328
$510K 0.07%
+5,480
329
$509K 0.07%
+11,846
330
$503K 0.07%
+8,032
331
$501K 0.07%
+9,778
332
$499K 0.07%
+23,448
333
$497K 0.07%
+4,542
334
$494K 0.07%
+4,884
335
$492K 0.07%
+19,163
336
$491K 0.06%
+11,647
337
$491K 0.06%
+13,007
338
$485K 0.06%
+6,328
339
$485K 0.06%
+30,523
340
$479K 0.06%
+9,480
341
$476K 0.06%
+3,081
342
$476K 0.06%
+18,399
343
$470K 0.06%
+19,299
344
$470K 0.06%
+5,361
345
$465K 0.06%
+36,219
346
$463K 0.06%
+13,432
347
$462K 0.06%
+10,015
348
$461K 0.06%
+7,935
349
$460K 0.06%
+15,740
350
$458K 0.06%
+12,065
12 13
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