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
$327M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$4.18M
3
+$3.16M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.7M
5
SEIX icon
Virtus SEIX Senior Loan ETF
SEIX
+$2.63M

Top Sells

1
+$3.19M
2
+$1.77M
3
+$1.04M
4
AAPL icon
Apple
AAPL
+$979K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$581K

Sector Composition

1 Technology 13.82%
2 Financials 7.75%
3 Consumer Discretionary 5.82%
4 Healthcare 4.56%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.47M 0.75%
17,261
+6,640
27
$2.38M 0.73%
9,121
-685
28
$2.35M 0.72%
22,766
-2,555
29
$2.34M 0.71%
14,274
+4,305
30
$2.33M 0.71%
17,281
+2,319
31
$2.25M 0.69%
33,490
-1,725
32
$2.15M 0.66%
3,776
+76
33
$2.09M 0.64%
28,501
+448
34
$2.08M 0.63%
15,286
+5,011
35
$1.98M 0.61%
+78,926
36
$1.95M 0.6%
36,846
+1,026
37
$1.91M 0.58%
17,500
+923
38
$1.87M 0.57%
12,996
-19
39
$1.86M 0.57%
+37,456
40
$1.85M 0.57%
195,091
+11
41
$1.83M 0.56%
34,942
+536
42
$1.82M 0.56%
+101,363
43
$1.78M 0.54%
5,164
+445
44
$1.76M 0.54%
6,018
-153
45
$1.67M 0.51%
175,121
+44,009
46
$1.64M 0.5%
110,620
+53,739
47
$1.64M 0.5%
51,448
+18,938
48
$1.61M 0.49%
33,250
-545
49
$1.61M 0.49%
27,131
+14,884
50
$1.6M 0.49%
6,863
+1,503
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