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
$437M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$2.43M
3
+$1.82M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$1.07M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$944K

Top Sells

1
+$4.11M
2
+$2.22M
3
+$1.01M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$686K
5
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$440K

Sector Composition

1 Technology 11.74%
2 Financials 5.93%
3 Consumer Discretionary 4.36%
4 Communication Services 3.31%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.24M 0.97%
162,400
+21,036
27
$3.83M 0.88%
169,131
+510
28
$3.73M 0.85%
6,362
+716
29
$3.73M 0.85%
103,624
-8,123
30
$3.64M 0.83%
61,159
-5,395
31
$3.63M 0.83%
71,659
+8,216
32
$3.58M 0.82%
4,044
-24
33
$3.14M 0.72%
264,034
+50,036
34
$2.93M 0.67%
102,187
+780
35
$2.9M 0.66%
37,814
+7,819
36
$2.84M 0.65%
103,790
+18,462
37
$2.82M 0.65%
7,217
-785
38
$2.75M 0.63%
21,323
+2,220
39
$2.73M 0.62%
53,876
+6,772
40
$2.63M 0.6%
36,028
+4,899
41
$2.49M 0.57%
15,021
-277
42
$2.47M 0.57%
16,249
-327
43
$2.46M 0.56%
14,236
-264
44
$2.43M 0.56%
87,042
+14,354
45
$2.36M 0.54%
5,130
-12
46
$2.35M 0.54%
29,577
+1,154
47
$2.34M 0.54%
5,774
-15
48
$2.25M 0.52%
195,141
+9
49
$2.17M 0.5%
26,192
-194
50
$2.16M 0.5%
12,928
-113
1
2
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