SPC

Sigma Planning Corp Portfolio holdings

AUM $3.62B
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
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
+$24.8M
2
+$20.6M
3
+$13.5M
4
VQT
iPath S&P VEQTOR ETN
VQT
+$13.3M
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%
3 Healthcare 6%
4 Consumer Staples 5.19%
5 Industrials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$205K 0.03%
+17,980
627
$203K 0.03%
+9,426
628
$203K 0.03%
+13,000
629
$203K 0.03%
+5,965
630
$203K 0.03%
+3,571
631
$203K 0.03%
+5,942
632
$202K 0.03%
+2,446
633
$202K 0.03%
+3,519
634
$201K 0.03%
+4,179
635
$201K 0.03%
+5,539
636
$201K 0.03%
+22,521
637
$201K 0.03%
+3,605
638
$199K 0.03%
+13,919
639
$192K 0.03%
+10,688
640
$192K 0.03%
+15,655
641
$191K 0.03%
+16,274
642
$187K 0.02%
+10,014
643
$185K 0.02%
+16,436
644
$182K 0.02%
+18,845
645
$175K 0.02%
+12,846
646
$171K 0.02%
+3,108
647
$169K 0.02%
+14,775
648
$164K 0.02%
+1,403
649
$161K 0.02%
+11,788
650
$158K 0.02%
+11,385
24 25
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