IP

Ignite Planners Portfolio holdings

AUM $653M
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$574M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.99M
3
+$1.83M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$714K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$653K

Top Sells

1
+$2.99M
2
+$1.43M
3
+$1.34M
4
PBR icon
Petrobras
PBR
+$686K
5
UNH icon
UnitedHealth
UNH
+$505K

Sector Composition

1 Technology 13.55%
2 Financials 7.11%
3 Consumer Discretionary 4.25%
4 Communication Services 3.48%
5 Consumer Staples 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.99M 0.87%
108,950
+6,559
27
$4.87M 0.85%
89,039
-1,384
28
$4.57M 0.8%
8,149
+160
29
$4.47M 0.78%
24,143
+752
30
$4.35M 0.76%
119,222
+1,042
31
$4.23M 0.74%
14,928
+187
32
$4.21M 0.73%
27,217
-2,209
33
$4.14M 0.72%
83,354
+3,748
34
$4.12M 0.72%
4,334
-18
35
$4.05M 0.71%
81,697
-1,175
36
$4.03M 0.7%
79,711
+4,543
37
$3.95M 0.69%
142,359
+23,088
38
$3.68M 0.64%
16,060
+7
39
$3.59M 0.63%
71,257
+1,500
40
$3.55M 0.62%
323,400
+12,970
41
$3.49M 0.61%
90,581
-598
42
$3.48M 0.61%
128,772
+8,523
43
$3.47M 0.6%
60,910
+843
44
$3.18M 0.55%
10,934
+78
45
$3.02M 0.53%
107,807
+5,336
46
$3M 0.52%
79,488
+965
47
$2.8M 0.49%
6,772
+111
48
$2.77M 0.48%
+56,921
49
$2.7M 0.47%
14,506
+144
50
$2.68M 0.47%
32,475
+1,614
1
2
3 4 5