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
$122M
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$539K
2
+$464K
3
+$450K
4
ITB icon
iShares US Home Construction ETF
ITB
+$407K
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$398K

Top Sells

1
+$2.96M
2
+$1.21M
3
+$885K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$786K
5
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$541K

Sector Composition

1 Technology 18.3%
2 Financials 8.87%
3 Healthcare 7.76%
4 Consumer Staples 7.01%
5 Consumer Discretionary 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.87%
12,888
-640
27
$994K 0.82%
14,493
-815
28
$977K 0.8%
3,404
+124
29
$970K 0.8%
16,523
-1,879
30
$968K 0.79%
12,668
-3,952
31
$941K 0.77%
17,618
+188
32
$927K 0.76%
6,892
-731
33
$907K 0.74%
7,901
+351
34
$887K 0.73%
4,369
-14
35
$873K 0.72%
10,151
-734
36
$864K 0.71%
3,534
+450
37
$858K 0.7%
16,985
-128
38
$857K 0.7%
9,462
-240
39
$839K 0.69%
8,936
-1,371
40
$837K 0.69%
19,406
-179
41
$834K 0.68%
7,020
+100
42
$803K 0.66%
29,182
-10,682
43
$791K 0.65%
18,930
-357
44
$765K 0.63%
2,521
-1,324
45
$753K 0.62%
5,672
+206
46
$753K 0.62%
4,220
+164
47
$749K 0.61%
14,685
-376
48
$722K 0.59%
5,026
+1,048
49
$714K 0.59%
14,081
+1
50
$712K 0.58%
5,920
1
2
3 4 5