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
476
$322K 0.04%
+4,915
477
$322K 0.04%
+3,402
478
$321K 0.04%
+10,686
479
$319K 0.04%
+6,066
480
$318K 0.04%
+14,197
481
$318K 0.04%
+17,265
482
$317K 0.04%
+11,918
483
$317K 0.04%
+2,450
484
$316K 0.04%
+12,280
485
$316K 0.04%
+7,926
486
$315K 0.04%
+98
487
$313K 0.04%
+8,078
488
$312K 0.04%
+13,226
489
$312K 0.04%
+22,581
490
$309K 0.04%
+7,396
491
$309K 0.04%
+4,730
492
$308K 0.04%
+20,983
493
$307K 0.04%
+3,692
494
$307K 0.04%
+7,054
495
$304K 0.04%
+5,983
496
$302K 0.04%
+6,727
497
$300K 0.04%
+4,504
498
$298K 0.04%
+8,974
499
$298K 0.04%
+6,061
500
$298K 0.04%
+3,294
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