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
526
$280K 0.04%
+3,079
527
$279K 0.04%
+10,076
528
$277K 0.04%
+2,597
529
$277K 0.04%
+2,476
530
$276K 0.04%
+4,547
531
$275K 0.04%
+10,573
532
$274K 0.04%
+22,640
533
$274K 0.04%
+4,434
534
$272K 0.04%
+24,782
535
$272K 0.04%
+43,384
536
$272K 0.04%
+1,811
537
$271K 0.04%
+5,385
538
$271K 0.04%
+1,779
539
$269K 0.04%
+7,379
540
$268K 0.04%
+6,613
541
$268K 0.04%
+5,827
542
$267K 0.04%
+12,036
543
$267K 0.04%
+14,768
544
$266K 0.04%
+9,717
545
$264K 0.03%
+13,072
546
$264K 0.03%
+2,021
547
$263K 0.03%
+10,956
548
$263K 0.03%
+4,593
549
$262K 0.03%
+8,200
550
$262K 0.03%
+13,113
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