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
126
$1.51M 0.2%
+20,374
127
$1.5M 0.2%
+36,551
128
$1.48M 0.2%
+25,025
129
$1.46M 0.19%
+15,546
130
$1.46M 0.19%
+21,107
131
$1.43M 0.19%
+35,810
132
$1.39M 0.18%
+18,272
133
$1.36M 0.18%
+12,003
134
$1.36M 0.18%
+51,196
135
$1.36M 0.18%
+48,936
136
$1.35M 0.18%
+20,528
137
$1.34M 0.18%
+42,498
138
$1.34M 0.18%
+15,661
139
$1.33M 0.18%
+28,228
140
$1.33M 0.18%
+61,129
141
$1.32M 0.17%
+11,415
142
$1.31M 0.17%
+18,162
143
$1.3M 0.17%
+54,438
144
$1.3M 0.17%
+18,556
145
$1.28M 0.17%
+24,252
146
$1.28M 0.17%
+30,255
147
$1.27M 0.17%
+37,603
148
$1.25M 0.17%
+27,063
149
$1.25M 0.17%
+16,358
150
$1.25M 0.16%
+30,404
4 5
6
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