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
$337M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.49M
3
+$1.46M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$1.32M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.16M

Top Sells

1
+$2.8M
2
+$2.09M
3
+$1.52M
4
GS icon
Goldman Sachs
GS
+$1.47M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.33M

Sector Composition

1 Technology 14.16%
2 Financials 7.48%
3 Consumer Discretionary 5.19%
4 Consumer Staples 4.03%
5 Healthcare 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$271K 0.08%
1,110
+4
227
$271K 0.08%
5,292
-580
228
$270K 0.08%
2,014
-36
229
$270K 0.08%
2,608
-3,046
230
$268K 0.08%
14,222
-2,001
231
$268K 0.08%
3,217
-907
232
$264K 0.08%
1,173
-313
233
$260K 0.08%
1,354
-744
234
$259K 0.08%
5,330
235
$258K 0.08%
+1,074
236
$257K 0.08%
2,832
-1,188
237
$252K 0.08%
13,706
-13,249
238
$252K 0.07%
21,164
-8,104
239
$250K 0.07%
1,908
-54
240
$249K 0.07%
34,566
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241
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243
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917
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244
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1,620
245
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12,072
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246
$234K 0.07%
11,071
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247
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248
$232K 0.07%
1,543
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249
$232K 0.07%
4,187
-755
250
$230K 0.07%
1,207
-60
8 9
10
11 12