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
276
$223K 0.05%
2,904
-493
277
$223K 0.05%
+2,276
278
$222K 0.05%
11,351
-901
279
$222K 0.05%
3,413
-1,704
280
$219K 0.05%
+10,548
281
$219K 0.05%
2,271
+96
282
$219K 0.05%
594
-132
283
$216K 0.05%
1,640
-180
284
$215K 0.05%
2,236
-215
285
$214K 0.05%
1,616
+6
286
$213K 0.05%
+1,756
287
$213K 0.05%
+9,620
288
$212K 0.05%
2,410
-736
289
$211K 0.05%
+1,600
290
$209K 0.05%
+234
291
$206K 0.05%
+1,436
292
$204K 0.05%
+490
293
$204K 0.05%
3,354
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294
$201K 0.05%
7,556
+85
295
$201K 0.05%
+8,100
296
$177K 0.04%
16,788
-155
297
$165K 0.04%
12,097
-958
298
$160K 0.04%
21,137
-4,461
299
$149K 0.03%
14,286
300
$149K 0.03%
11,268
-1,158
9 10 11
12
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