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
$337M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.49M
3
+$1.46M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$1.32M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.16M

Top Sells

1
+$2.8M
2
+$2.09M
3
+$1.52M
4
GS icon
Goldman Sachs
GS
+$1.47M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.33M

Sector Composition

1 Technology 14.16%
2 Financials 7.48%
3 Consumer Discretionary 5.19%
4 Consumer Staples 4.03%
5 Healthcare 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$229K 0.07%
+1,463
252
$226K 0.07%
1,257
-5,948
253
$225K 0.07%
+2,387
254
$224K 0.07%
4,338
-2,415
255
$221K 0.07%
1,337
-92
256
$219K 0.07%
8,972
+54
257
$219K 0.07%
987
-44
258
$218K 0.06%
+1,472
259
$216K 0.06%
3,411
-5,456
260
$213K 0.06%
1,258
-60
261
$212K 0.06%
+9,162
262
$212K 0.06%
1,024
-76
263
$212K 0.06%
+3,860
264
$211K 0.06%
4,002
-2,144
265
$211K 0.06%
+1,756
266
$206K 0.06%
1,972
-606
267
$205K 0.06%
18,429
-2,563
268
$204K 0.06%
802
-286
269
$204K 0.06%
2,759
-699
270
$203K 0.06%
+3,644
271
$182K 0.05%
16,904
+92
272
$133K 0.04%
25,995
-10,091
273
$129K 0.04%
27,627
-10,850
274
$122K 0.04%
16,653
-417
275
$114K 0.03%
14,286
9 10
11
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