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

Top Buys

1
+$5.14M
2
+$2.43M
3
+$1.82M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$1.07M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$944K

Top Sells

1
+$4.11M
2
+$2.22M
3
+$1.01M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$686K
5
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$440K

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%
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243
$276K 0.06%
4,311
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244
$276K 0.06%
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245
$274K 0.06%
3,403
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246
$273K 0.06%
1,476
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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
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10
11 12