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
701
$47K 0.01%
+995
702
$40K 0.01%
+1,140
703
$37K ﹤0.01%
+11,915
704
$31K ﹤0.01%
+10,225
705
$31K ﹤0.01%
+8
706
$28K ﹤0.01%
+92
707
$26K ﹤0.01%
+27,599
708
$23K ﹤0.01%
+10,000
709
– –
0
710
$14K ﹤0.01%
+1,000
711
$9K ﹤0.01%
+15,500
712
$3K ﹤0.01%
+11,866
25 26 27 28
29