IP

Ignite Planners Portfolio holdings

AUM $653M
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$5.64M
3
+$5.29M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$4.92M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$4.05M

Top Sells

1
+$675K
2
+$507K
3
+$466K
4
IOO icon
iShares Global 100 ETF
IOO
+$449K
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$423K

Sector Composition

1 Technology 14.27%
2 Financials 7.89%
3 Consumer Discretionary 5.41%
4 Industrials 5.19%
5 Healthcare 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$211K 0.09%
+2,366
227
$209K 0.09%
+4,330
228
$208K 0.09%
14,300
229
$207K 0.09%
+1,023
230
$206K 0.09%
+8,540
231
$206K 0.09%
+1,620
232
$206K 0.09%
+2,136
233
$204K 0.09%
+2,524
234
$204K 0.09%
+2,948
235
$203K 0.09%
+1,883
236
$202K 0.08%
+5,077
237
$201K 0.08%
+2,882
238
$200K 0.08%
1,339
+78
239
$191K 0.08%
+14,623
240
$176K 0.07%
+12,309
241
$160K 0.07%
+10,765
242
$160K 0.07%
15,919
-2,500
243
$150K 0.06%
+10,075
244
$140K 0.06%
+17,436
245
$121K 0.05%
10,869
-957
246
$101K 0.04%
11,101
247
$93.5K 0.04%
27,407
248
$47.3K 0.02%
+10,000
249
– –
-2,506
250
– –
-759
7 8 9
10
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