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
301
$148K 0.03%
11,569
-1,100
302
$99K 0.02%
10,102
303
$87.8K 0.02%
15,680
-629
304
$78.5K 0.02%
13,473
-1,818
305
$77.1K 0.02%
15,288
-1,989
306
$43.7K 0.01%
10,000
307
– –
-907
308
– –
-14,885
309
– –
-2,025
310
– –
-2,948
311
– –
-2,271
312
– –
-4,719
313
– –
-3,740
314
– –
-13,542
315
– –
-3,810
316
– –
-3,564
317
– –
-982
318
– –
-1,638
9 10 11 12
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