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
176
$1.03M 0.14%
+19,166
177
$1.02M 0.14%
+55,594
178
$1.02M 0.13%
+14,232
179
$1.01M 0.13%
+11,026
180
$1.01M 0.13%
+13,249
181
$1.01M 0.13%
+8,483
182
$1M 0.13%
+12,101
183
$1M 0.13%
+53,025
184
$1M 0.13%
+12,646
185
$989K 0.13%
+23,906
186
$985K 0.13%
+37,234
187
$973K 0.13%
+12,861
188
$973K 0.13%
+14,966
189
$965K 0.13%
+58,898
190
$962K 0.13%
+42,158
191
$962K 0.13%
+11,170
192
$961K 0.13%
+8,318
193
$952K 0.13%
+30,451
194
$949K 0.13%
+24,117
195
$943K 0.12%
+13,631
196
$939K 0.12%
+6,917
197
$927K 0.12%
+13,323
198
$912K 0.12%
+48,512
199
$910K 0.12%
+14,242
200
$906K 0.12%
+31,116
6 7
8
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