IP
Ignite Planners Portfolio holdings
AUM
$574M
This Quarter Return
+9.41%
1 Year Return
+16.2%
3 Year Return
+69.5%
5 Year Return
–
10 Year Return
–
AUM
$574M
AUM Growth
+$574M
(+12%)
Cap. Flow
+$16.9M
Cap. Flow
% of AUM
2.95%
Top 10 Holdings %
Top 10 Hldgs %
25.8%
Holding
370
New
41
Increased
183
Reduced
102
Closed
13
Top Buys
Top Sells
| 1 |
SPDR MSCI World StrategicFactors ETF
QWLD
|
$3.11M |
| 2 |
Edwards Lifesciences
EW
|
$1.47M |
| 3 |
JPMorgan International Value ETF
JIVE
|
$1.34M |
| 4 |
Petrobras
PBR
|
$688K |
| 5 |
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% |
