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
401
$392K 0.05%
+9,531
402
$392K 0.05%
+26,031
403
$392K 0.05%
+17,265
404
$391K 0.05%
+25,220
405
$391K 0.05%
+9,600
406
$391K 0.05%
+7,321
407
$390K 0.05%
+23,808
408
$383K 0.05%
+6,150
409
$382K 0.05%
+3,659
410
$382K 0.05%
+14,408
411
$382K 0.05%
+5,433
412
$382K 0.05%
+6,100
413
$381K 0.05%
+4,130
414
$380K 0.05%
+15,734
415
$378K 0.05%
+97
416
$378K 0.05%
+21,274
417
$378K 0.05%
+43,368
418
$376K 0.05%
+35,598
419
$374K 0.05%
+16,672
420
$374K 0.05%
+4,230
421
$373K 0.05%
+23,314
422
$373K 0.05%
+10,571
423
$370K 0.05%
+15,672
424
$370K 0.05%
+16,355
425
$369K 0.05%
+13,349
15 16
17
18 19