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
676
$116K 0.02%
+15,045
677
$116K 0.02%
+4,823
678
$107K 0.01%
+11,858
679
$106K 0.01%
+15,050
680
$103K 0.01%
+2,901
681
$103K 0.01%
+3,346
682
$102K 0.01%
+13,600
683
$99K 0.01%
+11,225
684
$89K 0.01%
+11,018
685
$87K 0.01%
+2,732
686
$86K 0.01%
+9,057
687
$84K 0.01%
+11,349
688
$84K 0.01%
+20,832
689
$84K 0.01%
+12,850
690
$77K 0.01%
+2,923
691
$75K 0.01%
+10,421
692
$74K 0.01%
+252
693
$65K 0.01%
+18,333
694
$64K 0.01%
+17,767
695
$61K 0.01%
+29,301
696
$59K 0.01%
+32,616
697
$56K 0.01%
+11,985
698
$53K 0.01%
+1,850
699
$50K 0.01%
+341
700
$48K 0.01%
+26,169
25 26 27
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