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
251
$376K 0.07%
1,562
+43
252
$375K 0.07%
101
253
$370K 0.06%
4,038
-1,641
254
$368K 0.06%
793
-4
255
$366K 0.06%
1,920
+51
256
$365K 0.06%
505
+12
257
$364K 0.06%
18,535
+2,616
258
$360K 0.06%
3,471
-434
259
$359K 0.06%
4,256
-41
260
$356K 0.06%
8,210
+600
261
$356K 0.06%
2,493
262
$354K 0.06%
1,614
+23
263
$353K 0.06%
2,332
-116
264
$352K 0.06%
146
-1
265
$352K 0.06%
4,366
-29
266
$345K 0.06%
4,499
+1,106
267
$337K 0.06%
+3,032
268
$334K 0.06%
3,619
-746
269
$331K 0.06%
10,061
-334
270
$331K 0.06%
+4,959
271
$330K 0.06%
5,960
+4
272
$328K 0.06%
1,160
+304
273
$323K 0.06%
1,643
+15
274
$321K 0.06%
3,376
275
$316K 0.06%
2,575
+105
9 10
11
12 13