IP
Ignite Planners Portfolio holdings
AUM
$574M
This Quarter Return
+10.66%
1 Year Return
+16.2%
3 Year Return
+69.5%
5 Year Return
–
10 Year Return
–
AUM
$337M
AUM Growth
+$337M
(+2.8%)
Cap. Flow
-$21.2M
Cap. Flow
% of AUM
-6.31%
Top 10 Holdings %
Top 10 Hldgs %
28%
Holding
343
New
21
Increased
76
Reduced
169
Closed
61
Top Buys
| 1 |
Trustmark
TRMK
|
$3.57M |
| 2 |
iShares Core Total USD Bond Market ETF
IUSB
|
$2.49M |
| 3 |
JPMorgan International Bond Opportunities ETF
JPIB
|
$1.46M |
| 4 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$1.32M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.16M |
Top Sells
| 1 |
Mastercard
MA
|
$2.8M |
| 2 |
First Trust Capital Strength ETF
FTCS
|
$2.09M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.52M |
| 4 |
Goldman Sachs
GS
|
$1.47M |
| 5 |
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% |
