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
$337M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.49M
3
+$1.46M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$1.32M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.16M

Top Sells

1
+$2.8M
2
+$2.09M
3
+$1.52M
4
GS icon
Goldman Sachs
GS
+$1.47M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.33M

Sector Composition

1 Technology 14.16%
2 Financials 7.48%
3 Consumer Discretionary 5.19%
4 Consumer Staples 4.03%
5 Healthcare 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.82M 0.84%
117,951
+3,950
27
$2.76M 0.82%
9,427
+306
28
$2.65M 0.79%
15,386
-1,875
29
$2.49M 0.74%
+54,359
30
$2.43M 0.72%
3,735
-41
31
$2.33M 0.69%
32,055
-1,435
32
$2.19M 0.65%
195,103
+12
33
$2.14M 0.64%
6,210
+192
34
$2.14M 0.64%
15,498
-1,783
35
$2.1M 0.62%
14,045
-229
36
$2.06M 0.61%
43,932
+19,363
37
$2.02M 0.6%
84,529
+32,081
38
$1.99M 0.59%
33,211
-1,731
39
$1.95M 0.58%
175,930
+809
40
$1.94M 0.58%
4,593
-6,635
41
$1.86M 0.55%
5,121
-43
42
$1.84M 0.55%
12,373
-623
43
$1.81M 0.54%
32,750
-500
44
$1.79M 0.53%
12,835
-2,451
45
$1.75M 0.52%
33,042
-3,804
46
$1.73M 0.51%
24,916
+306
47
$1.72M 0.51%
17,399
+1,790
48
$1.71M 0.51%
99,042
-11,578
49
$1.7M 0.5%
43,690
-7,758
50
$1.68M 0.5%
40,653
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