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
551
$262K 0.03%
+2,522
552
$262K 0.03%
+1,389
553
$260K 0.03%
+1,804
554
$260K 0.03%
+4,628
555
$259K 0.03%
+6,136
556
$259K 0.03%
+12,186
557
$258K 0.03%
+11,113
558
$258K 0.03%
+11,912
559
$256K 0.03%
+3,067
560
$256K 0.03%
+4,704
561
$256K 0.03%
+4,806
562
$255K 0.03%
+11,862
563
$254K 0.03%
+10,781
564
$253K 0.03%
+10,155
565
$253K 0.03%
+4,970
566
$253K 0.03%
+8,595
567
$253K 0.03%
+6,839
568
$252K 0.03%
+21,790
569
$251K 0.03%
+4,962
570
$251K 0.03%
+8,841
571
$251K 0.03%
+3,561
572
$251K 0.03%
+9,737
573
$250K 0.03%
+5,820
574
$250K 0.03%
+2,026
575
$249K 0.03%
+1,171
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