IP

Ignite Planners Portfolio holdings

AUM $610M
1-Year Est. Return 18.49%
This Quarter Est. Return
1 Year Est. Return
+18.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
+$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.16M
3
+$488K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$448K
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$447K

Top Sells

1
+$2.15M
2
+$1.04M
3
+$556K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$451K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$443K

Sector Composition

1 Technology 15.87%
2 Financials 6.88%
3 Consumer Discretionary 5.49%
4 Healthcare 4.99%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$222K 0.09%
2,772
-296
227
$220K 0.09%
4,013
228
$220K 0.09%
20,327
229
$220K 0.09%
4,330
230
$220K 0.09%
+6,525
231
$218K 0.09%
2,596
+373
232
$218K 0.09%
12,715
-53
233
$217K 0.09%
1,207
-132
234
$215K 0.09%
5,617
+540
235
$214K 0.09%
+5,396
236
$213K 0.09%
2,029
-4
237
$213K 0.09%
868
+2
238
$207K 0.08%
+1,612
239
$203K 0.08%
3,976
-100
240
$203K 0.08%
1,023
241
$201K 0.08%
+3,756
242
$200K 0.08%
1,883
243
$171K 0.07%
12,326
+17
244
$156K 0.06%
15,419
-500
245
$155K 0.06%
10,075
246
$152K 0.06%
10,473
-292
247
$150K 0.06%
17,436
248
$122K 0.05%
14,623
249
$107K 0.04%
10,869
250
$94.8K 0.04%
11,101
7 8 9
10
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