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
$243M
AUM Growth
+$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.16M
3
+$488K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$448K
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$447K

Top Sells

1
+$2.15M
2
+$1.04M
3
+$556K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$451K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$443K

Sector Composition

1 Technology 15.87%
2 Financials 6.88%
3 Consumer Discretionary 5.49%
4 Healthcare 4.99%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 0.77%
12,449
+412
27
$1.81M 0.74%
36,099
+2,202
28
$1.8M 0.74%
6,187
-140
29
$1.73M 0.71%
62,570
+8,500
30
$1.69M 0.7%
10,054
+635
31
$1.66M 0.68%
24,750
+7,264
32
$1.64M 0.67%
33,215
-3,305
33
$1.61M 0.66%
4,965
+75
34
$1.61M 0.66%
3,257
+349
35
$1.54M 0.63%
47,879
+36,196
36
$1.51M 0.62%
15,187
-1,052
37
$1.47M 0.6%
13,801
+375
38
$1.46M 0.6%
4,672
+10
39
$1.43M 0.59%
130,371
+131
40
$1.42M 0.58%
12,576
-476
41
$1.41M 0.58%
45,567
42
$1.4M 0.57%
19,420
+593
43
$1.38M 0.56%
10,752
+825
44
$1.35M 0.55%
6,270
+1,343
45
$1.31M 0.54%
1,045
46
$1.29M 0.53%
32,820
+1,069
47
$1.26M 0.52%
+42,463
48
$1.22M 0.5%
5,370
+272
49
$1.18M 0.49%
7,297
50
$1.17M 0.48%
36,261
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