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
351
$457K 0.06%
+188
352
$457K 0.06%
+15,497
353
$456K 0.06%
+12,542
354
$455K 0.06%
+33,732
355
$452K 0.06%
+2
356
$451K 0.06%
+8,466
357
$451K 0.06%
+6,527
358
$451K 0.06%
+5,334
359
$448K 0.06%
+3,039
360
$444K 0.06%
+10,298
361
$444K 0.06%
+9,486
362
$441K 0.06%
+7,924
363
$441K 0.06%
+3,893
364
$440K 0.06%
+5,022
365
$434K 0.06%
+4,688
366
$434K 0.06%
+14,600
367
$432K 0.06%
+9,303
368
$432K 0.06%
+11,712
369
$430K 0.06%
+18,531
370
$430K 0.06%
+8,707
371
$429K 0.06%
+6,649
372
$426K 0.06%
+5,314
373
$425K 0.06%
+6,183
374
$425K 0.06%
+10,735
375
$425K 0.06%
+4,153
13 14
15
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