IP

Ignite Planners Portfolio holdings

AUM $648M
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$574M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.99M
3
+$1.83M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$714K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$653K

Top Sells

1
+$2.99M
2
+$1.43M
3
+$1.34M
4
PBR icon
Petrobras
PBR
+$686K
5
UNH icon
UnitedHealth
UNH
+$505K

Sector Composition

1 Technology 13.55%
2 Financials 7.11%
3 Consumer Discretionary 4.25%
4 Communication Services 3.48%
5 Consumer Staples 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$481K 0.08%
13,886
+633
227
$480K 0.08%
848
+14
228
$466K 0.08%
5,949
+378
229
$459K 0.08%
5,992
+1,605
230
$459K 0.08%
5,734
+86
231
$455K 0.08%
18,149
232
$453K 0.08%
5,441
-5,754
233
$453K 0.08%
2,042
+51
234
$446K 0.08%
14,275
+570
235
$444K 0.08%
5,852
236
$443K 0.08%
637
+15
237
$438K 0.08%
4,079
+109
238
$424K 0.07%
1,580
-80
239
$422K 0.07%
+2,290
240
$422K 0.07%
1,947
+34
241
$412K 0.07%
10,134
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242
$412K 0.07%
793
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243
$411K 0.07%
703
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244
$407K 0.07%
6,595
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245
$406K 0.07%
6,411
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246
$401K 0.07%
2,241
-13
247
$397K 0.07%
17,670
248
$393K 0.07%
11,268
249
$385K 0.07%
770
-57
250
$377K 0.07%
3,469
+93
8 9
10
11 12