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
651
$158K 0.02%
+12,904
652
$153K 0.02%
+13,385
653
$153K 0.02%
+11,400
654
$152K 0.02%
+4,571
655
$152K 0.02%
+10,648
656
$151K 0.02%
+16,752
657
$150K 0.02%
+10,471
658
$149K 0.02%
+11,580
659
$149K 0.02%
+27,467
660
$148K 0.02%
+15,946
661
$147K 0.02%
+1,300
662
$144K 0.02%
+5,757
663
$142K 0.02%
+5,448
664
$142K 0.02%
+17,398
665
$140K 0.02%
+1,635
666
$137K 0.02%
+14,396
667
$135K 0.02%
+27,631
668
$135K 0.02%
+16,727
669
$133K 0.02%
+47,551
670
$131K 0.02%
+11,320
671
$128K 0.02%
+683
672
$123K 0.02%
+12,946
673
$120K 0.02%
+10,750
674
$120K 0.02%
+22,192
675
$120K 0.02%
+10,636
25 26
27
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