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
376
$424K 0.06%
+6,552
377
$420K 0.06%
+12,094
378
$420K 0.06%
+9,909
379
$419K 0.06%
+11,266
380
$412K 0.05%
+16,245
381
$409K 0.05%
+12,748
382
$409K 0.05%
+18,250
383
$408K 0.05%
+6,187
384
$408K 0.05%
+3,912
385
$408K 0.05%
+8,710
386
$407K 0.05%
+27,381
387
$406K 0.05%
+15,047
388
$405K 0.05%
+3,235
389
$405K 0.05%
+37,003
390
$402K 0.05%
+15,840
391
$402K 0.05%
+45,186
392
$402K 0.05%
+18,281
393
$402K 0.05%
+8,393
394
$400K 0.05%
+37,490
395
$400K 0.05%
+21,208
396
$396K 0.05%
+7,896
397
$395K 0.05%
+28,593
398
$395K 0.05%
+11,524
399
$393K 0.05%
+24,690
400
$392K 0.05%
+26,700
14 15
16
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