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
$357M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.04M
3
+$1.69M
4
SEIX icon
Virtus SEIX Senior Loan ETF
SEIX
+$1.46M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.23M

Top Sells

1
+$7.82M
2
+$1.24M
3
+$1.14M
4
JPM icon
JPMorgan Chase
JPM
+$1.08M
5
STAG icon
STAG Industrial
STAG
+$835K

Sector Composition

1 Technology 12.13%
2 Financials 6.85%
3 Consumer Discretionary 4.7%
4 Communication Services 3.64%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$272K 0.08%
2,389
-219
227
$271K 0.08%
+1,738
228
$268K 0.08%
5,251
-41
229
$266K 0.07%
13,681
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230
$265K 0.07%
3,984
-57
231
$262K 0.07%
1,380
+43
232
$261K 0.07%
9,147
+175
233
$259K 0.07%
+3,396
234
$259K 0.07%
1,616
+101
235
$259K 0.07%
+8,046
236
$258K 0.07%
1,516
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237
$256K 0.07%
1,020
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238
$255K 0.07%
1,812
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239
$254K 0.07%
1,246
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240
$253K 0.07%
5,995
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241
$251K 0.07%
+7,990
242
$248K 0.07%
1,529
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243
$247K 0.07%
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244
$246K 0.07%
30,388
-4,178
245
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+10,770
246
$244K 0.07%
+3,106
247
$236K 0.07%
12,206
+134
248
$236K 0.07%
583
-1,138
249
$235K 0.07%
4,026
-161
250
$234K 0.07%
1,180
-174
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10
11 12