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 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
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228
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2,014
-36
229
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$268K 0.08%
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231
$268K 0.08%
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232
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1,173
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$260K 0.08%
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-744
234
$259K 0.08%
5,330
235
$258K 0.08%
+1,074
236
$257K 0.08%
2,832
-1,188
237
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13,706
-13,249
238
$252K 0.07%
21,164
-8,104
239
$250K 0.07%
1,908
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240
$249K 0.07%
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1,620
245
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12,072
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246
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$232K 0.07%
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250
$230K 0.07%
1,207
-60