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
$149M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.85M
3
+$1.21M
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$1.19M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$598K

Top Sells

1
+$1.16M
2
+$1.01M
3
+$735K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$665K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$639K

Sector Composition

1 Technology 19.19%
2 Healthcare 9.14%
3 Financials 8.97%
4 Consumer Staples 7%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.86%
16,620
+403
27
$1.23M 0.82%
18,402
+1,831
28
$1.22M 0.82%
11,282
-351
29
$1.21M 0.81%
+99,084
30
$1.21M 0.81%
39,864
-12,347
31
$1.2M 0.8%
12,497
+1,799
32
$1.15M 0.77%
7,274
-26
33
$1.06M 0.71%
10,307
-2,632
34
$1.03M 0.69%
3,084
+39
35
$1.01M 0.68%
1,036
-153
36
$1.01M 0.68%
7,623
+95
37
$984K 0.66%
3,280
-2,449
38
$966K 0.65%
9,702
39
$959K 0.64%
19,585
+4,755
40
$958K 0.64%
7,550
+270
41
$939K 0.63%
6,636
-50
42
$927K 0.62%
10,885
+105
43
$920K 0.62%
17,113
+461
44
$913K 0.61%
4,383
-1,771
45
$909K 0.61%
20,608
-3,125
46
$900K 0.6%
19,287
+2,213
47
$840K 0.56%
15,061
+2
48
$838K 0.56%
17,430
+854
49
$828K 0.55%
6,920
+1,560
50
$810K 0.54%
53,485
-9,619
1
2
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