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
$357M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.04M
3
+$1.69M
4
SEIX icon
Virtus SEIX Senior Loan ETF
SEIX
+$1.46M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.23M

Top Sells

1
+$7.82M
2
+$1.24M
3
+$1.14M
4
JPM icon
JPMorgan Chase
JPM
+$1.08M
5
STAG icon
STAG Industrial
STAG
+$835K

Sector Composition

1 Technology 12.13%
2 Financials 6.85%
3 Consumer Discretionary 4.7%
4 Communication Services 3.64%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.39M 0.95%
75,016
+20,657
27
$3.16M 0.89%
16,687
-86
28
$2.97M 0.83%
8,176
-1,251
29
$2.96M 0.83%
116,238
-1,713
30
$2.85M 0.8%
119,541
+35,012
31
$2.84M 0.8%
61,636
+17,704
32
$2.68M 0.75%
3,717
-18
33
$2.52M 0.7%
50,172
+20,318
34
$2.34M 0.66%
15,046
-452
35
$2.34M 0.66%
212,658
+36,728
36
$2.17M 0.61%
5,894
-316
37
$2.15M 0.6%
5,121
38
$2.15M 0.6%
195,112
+9
39
$2.02M 0.57%
16,881
+4,584
40
$2.02M 0.56%
12,876
+41
41
$2.01M 0.56%
26,507
-5,548
42
$1.99M 0.56%
28,350
+2,203
43
$1.99M 0.56%
74,664
+20,601
44
$1.98M 0.56%
9,963
-5,423
45
$1.97M 0.55%
26,201
+4,246
46
$1.96M 0.55%
32,425
-325
47
$1.95M 0.55%
14,460
-190
48
$1.93M 0.54%
26,104
+1,188
49
$1.92M 0.54%
4,023
-570
50
$1.9M 0.53%
37,682
+15,276
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