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
501
$294K 0.04%
+10,180
502
$293K 0.04%
+7,840
503
$293K 0.04%
+6,567
504
$293K 0.04%
+5,994
505
$293K 0.04%
+5,500
506
$292K 0.04%
+41,726
507
$291K 0.04%
+2,944
508
$290K 0.04%
+1,571
509
$290K 0.04%
+5,490
510
$290K 0.04%
+5,898
511
$290K 0.04%
+19,998
512
$289K 0.04%
+6,711
513
$289K 0.04%
+11,184
514
$289K 0.04%
+10,272
515
$289K 0.04%
+10,865
516
$289K 0.04%
+6,627
517
$288K 0.04%
+15,107
518
$286K 0.04%
+2,859
519
$285K 0.04%
+7,206
520
$285K 0.04%
+140,352
521
$285K 0.04%
+19,200
522
$284K 0.04%
+5,023
523
$283K 0.04%
+7,131
524
$281K 0.04%
+3,162
525
$280K 0.04%
+25,522
19 20
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