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
326
$230K 0.04%
1,364
-1,570
327
$224K 0.04%
+1,526
328
$223K 0.04%
1,304
+26
329
$223K 0.04%
4,974
-379
330
$221K 0.04%
2,326
331
$220K 0.04%
+9,541
332
$220K 0.04%
+4,156
333
$219K 0.04%
+2,010
334
$218K 0.04%
+2,273
335
$218K 0.04%
+4,767
336
$217K 0.04%
+434
337
$216K 0.04%
+1,919
338
$215K 0.04%
775
-4
339
$213K 0.04%
9,885
-1,245
340
$212K 0.04%
462
-145
341
$211K 0.04%
+8,445
342
$210K 0.04%
+7,779
343
$209K 0.04%
+2,098
344
$208K 0.04%
+3,251
345
$207K 0.04%
+1,809
346
$202K 0.04%
1,183
+11
347
$202K 0.04%
+729
348
$201K 0.04%
+4,055
349
$154K 0.03%
11,465
+263
350
$150K 0.03%
11,620
+1,271
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