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
276
$234K 0.07%
+3,100
277
$234K 0.07%
2,934
278
$233K 0.07%
994
+35
279
$229K 0.07%
1,141
280
$228K 0.07%
+1,962
281
$225K 0.07%
5,255
+21
282
$225K 0.07%
3,458
-812
283
$224K 0.07%
2,050
+3
284
$224K 0.07%
4,535
+1,211
285
$224K 0.07%
2,341
-114
286
$219K 0.07%
1,100
-227
287
$219K 0.07%
3,756
288
$218K 0.07%
5,330
+5
289
$216K 0.07%
+8,918
290
$214K 0.07%
+20,992
291
$213K 0.07%
+13,191
292
$213K 0.07%
1,620
293
$211K 0.06%
1,561
-1,154
294
$209K 0.06%
+11,260
295
$206K 0.06%
10,995
-332
296
$205K 0.06%
1,429
+53
297
$204K 0.06%
1,318
+36
298
$204K 0.06%
2,382
-23
299
$201K 0.06%
+1,031
300
$200K 0.06%
+10,239
10 11
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