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
$437M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$2.39M
3
+$1.79M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$1.06M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$942K

Top Sells

1
+$3.85M
2
+$2.13M
3
+$960K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$678K
5
CADE
Cadence Bank
CADE
+$419K

Sector Composition

1 Technology 11.74%
2 Financials 5.93%
3 Consumer Discretionary 4.36%
4 Communication Services 3.31%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$310K 0.07%
6,144
-151
227
$308K 0.07%
608
-1
228
$307K 0.07%
1,768
-23
229
$305K 0.07%
2,656
+628
230
$303K 0.07%
3,666
231
$300K 0.07%
+8,072
232
$296K 0.07%
2,326
-128
233
$290K 0.07%
1,125
+7
234
$286K 0.07%
1,281
+16
235
$285K 0.07%
1,419
+10
236
$284K 0.07%
458
+3
237
$282K 0.06%
799
-31
238
$281K 0.06%
2,888
+20
239
$279K 0.06%
136
240
$277K 0.06%
+3,684
241
$277K 0.06%
5,251
242
$276K 0.06%
+982
243
$276K 0.06%
4,311
+294
244
$276K 0.06%
1,335
245
$274K 0.06%
3,403
+11
246
$273K 0.06%
1,476
+10
247
$272K 0.06%
10,766
-882
248
$271K 0.06%
2,284
-289
249
$271K 0.06%
4,985
-2,206
250
$271K 0.06%
10,128
-2,265
8 9
10
11 12