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
301
$259K 0.05%
1,939
-23,244
302
$259K 0.05%
2,879
+59
303
$259K 0.05%
3,503
+266
304
$253K 0.04%
336
+1
305
$252K 0.04%
+2,272
306
$252K 0.04%
10,169
+1,007
307
$249K 0.04%
+4,550
308
$246K 0.04%
2,386
+54
309
$246K 0.04%
+1,538
310
$246K 0.04%
2,197
-244
311
$244K 0.04%
+4,520
312
$242K 0.04%
+2,339
313
$240K 0.04%
12,560
+211
314
$240K 0.04%
+2,427
315
$239K 0.04%
+337
316
$239K 0.04%
+1,895
317
$237K 0.04%
752
+22
318
$237K 0.04%
+1,642
319
$236K 0.04%
30,754
-64,012
320
$235K 0.04%
1,237
-91
321
$234K 0.04%
19,511
-57,308
322
$233K 0.04%
854
+26
323
$232K 0.04%
+9,120
324
$232K 0.04%
+4,618
325
$232K 0.04%
2,466
11 12
13
14 15