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
276
$97.8K 0.03%
12,673
-4,868
277
$96.3K 0.03%
10,950
-2,506
278
$85.3K 0.03%
16,128
-6,469
279
$81.7K 0.02%
12,104
-4,544
280
$74.2K 0.02%
9,734
-3,681
281
$66.3K 0.02%
13,110
+47
282
$34.2K 0.01%
10,020
283
– –
-30,000
284
– –
-14,179
285
– –
-15,274
286
– –
-13,430
287
– –
-10,287
288
– –
-2,921
289
– –
-26,455
290
– –
-5,030
291
– –
-1,141
292
– –
-11,325
293
– –
-13,879
294
– –
-5,869
295
– –
-4,645
296
– –
-4,306
297
– –
-14,400
298
– –
-4,696
299
– –
-13,486
300
– –
-17,007
10 11
12
13 14