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
151
$1.23M 0.16%
+73,768
152
$1.19M 0.16%
+36,234
153
$1.19M 0.16%
+121,507
154
$1.19M 0.16%
+19,388
155
$1.18M 0.16%
+17,445
156
$1.17M 0.16%
+4,557
157
$1.17M 0.15%
+29,236
158
$1.16M 0.15%
+57,206
159
$1.15M 0.15%
+11,316
160
$1.15M 0.15%
+22,836
161
$1.13M 0.15%
+23,480
162
$1.12M 0.15%
+92,982
163
$1.11M 0.15%
+14,853
164
$1.1M 0.15%
+35,651
165
$1.09M 0.14%
+8,661
166
$1.08M 0.14%
+29,875
167
$1.08M 0.14%
+10,061
168
$1.08M 0.14%
+23,992
169
$1.08M 0.14%
+22,514
170
$1.07M 0.14%
+20,644
171
$1.07M 0.14%
+51,025
172
$1.06M 0.14%
+14,025
173
$1.06M 0.14%
+18,036
174
$1.06M 0.14%
+27,020
175
$1.06M 0.14%
+63,370
5 6
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