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
276
$314K 0.05%
2,585
-79
277
$307K 0.05%
4,303
-291
278
$306K 0.05%
1,440
+49
279
$305K 0.05%
1,368
+6
280
$304K 0.05%
2,845
+71
281
$301K 0.05%
1,693
282
$298K 0.05%
12,484
-1,612
283
$291K 0.05%
+3,895
284
$288K 0.05%
+9,068
285
$287K 0.05%
+13,092
286
$286K 0.05%
3,077
+638
287
$285K 0.05%
8,162
-444
288
$285K 0.05%
+4,821
289
$285K 0.05%
3,911
+28
290
$285K 0.05%
+10,320
291
$280K 0.05%
10,040
-636
292
$276K 0.05%
5,251
293
$276K 0.05%
3,227
-221
294
$275K 0.05%
3,037
+213
295
$275K 0.05%
+2,000
296
$275K 0.05%
4,433
+133
297
$273K 0.05%
21,933
298
$269K 0.05%
+1,688
299
$266K 0.05%
848
+12
300
$260K 0.05%
2,130
+77
10 11
12
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