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
251
$271K 0.06%
+9,569
252
$267K 0.06%
4,222
+5
253
$265K 0.06%
419
254
$264K 0.06%
3,838
-1,406
255
$264K 0.06%
1,510
+2
256
$261K 0.06%
11,140
-1,616
257
$261K 0.06%
3,399
+278
258
$254K 0.06%
2,156
+26
259
$250K 0.06%
+5,192
260
$245K 0.06%
4,130
-269
261
$244K 0.06%
2,676
-6
262
$242K 0.06%
6,670
263
$241K 0.06%
6,302
264
$238K 0.05%
+2,408
265
$238K 0.05%
1,964
-1
266
$236K 0.05%
4,321
+157
267
$235K 0.05%
+4,609
268
$234K 0.05%
1,219
+17
269
$233K 0.05%
4,919
+331
270
$233K 0.05%
824
271
$230K 0.05%
2,509
+248
272
$226K 0.05%
+2,358
273
$226K 0.05%
9,162
274
$225K 0.05%
17,199
-2,400
275
$224K 0.05%
+878
9 10
11
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