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
601
$225K 0.03%
+17,262
602
$225K 0.03%
+10,170
603
$224K 0.03%
+4,802
604
$224K 0.03%
+18,915
605
$222K 0.03%
+9,927
606
$222K 0.03%
+3,783
607
$222K 0.03%
+21,888
608
$221K 0.03%
+1,603
609
$220K 0.03%
+1,955
610
$220K 0.03%
+9,173
611
$218K 0.03%
+3,791
612
$217K 0.03%
+7,450
613
$217K 0.03%
+10,144
614
$217K 0.03%
+3,536
615
$215K 0.03%
+11,547
616
$215K 0.03%
+13,927
617
$214K 0.03%
+3,557
618
$212K 0.03%
+2,368
619
$210K 0.03%
+6,002
620
$209K 0.03%
+3,047
621
$207K 0.03%
+8,316
622
$207K 0.03%
+4,386
623
$207K 0.03%
+15,713
624
$207K 0.03%
+8,600
625
$205K 0.03%
+2,961
23 24
25
26 27