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
$327M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$4.18M
3
+$3.16M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.7M
5
SEIX icon
Virtus SEIX Senior Loan ETF
SEIX
+$2.63M

Top Sells

1
+$3.19M
2
+$1.77M
3
+$1.04M
4
AAPL icon
Apple
AAPL
+$979K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$581K

Sector Composition

1 Technology 13.82%
2 Financials 7.75%
3 Consumer Discretionary 5.82%
4 Healthcare 4.56%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$285K 0.09%
2,769
+29
252
$285K 0.09%
5,564
+1,817
253
$282K 0.09%
+16,223
254
$282K 0.09%
2,931
+252
255
$279K 0.09%
900
+28
256
$278K 0.08%
13,230
-6,993
257
$271K 0.08%
4,330
258
$270K 0.08%
11,325
-2,171
259
$267K 0.08%
+1,106
260
$267K 0.08%
7,833
+565
261
$267K 0.08%
2,460
-400
262
$264K 0.08%
4,895
-2,480
263
$264K 0.08%
1,017
264
$263K 0.08%
1,302
+23
265
$257K 0.08%
2,342
+459
266
$257K 0.08%
4,348
-780
267
$256K 0.08%
4,522
+229
268
$255K 0.08%
1,088
+219
269
$246K 0.08%
4,942
-471
270
$246K 0.08%
+477
271
$246K 0.08%
24,594
+68
272
$243K 0.07%
1,267
+52
273
$241K 0.07%
35,370
-489
274
$237K 0.07%
4,202
+952
275
$237K 0.07%
2,578
+251
9 10
11
12 13