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
$149M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.85M
3
+$1.21M
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$1.19M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$598K

Top Sells

1
+$1.16M
2
+$1.01M
3
+$735K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$665K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$639K

Sector Composition

1 Technology 19.19%
2 Healthcare 9.14%
3 Financials 8.97%
4 Consumer Staples 7%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$786K 0.53%
2,343
52
$783K 0.52%
5,466
+845
53
$762K 0.51%
5,920
+300
54
$745K 0.5%
25,380
+1,221
55
$735K 0.49%
4,056
+252
56
$735K 0.49%
22,825
+775
57
$731K 0.49%
14,080
+1,025
58
$721K 0.48%
10,315
-156
59
$698K 0.47%
6,862
+510
60
$677K 0.45%
12,195
+290
61
$656K 0.44%
8,038
62
$652K 0.44%
6,350
+225
63
$644K 0.43%
43,655
+1,402
64
$639K 0.43%
3,978
+1,131
65
$634K 0.42%
31,361
-8,496
66
$630K 0.42%
4,556
67
$612K 0.41%
6,123
68
$603K 0.4%
4,670
+148
69
$598K 0.4%
+4,374
70
$586K 0.39%
34,553
-33,822
71
$576K 0.39%
16,424
-83
72
$571K 0.38%
4,219
-130
73
$560K 0.38%
+3,106
74
$555K 0.37%
9,255
+476
75
$552K 0.37%
10,763
+1,135
1 2
3
4 5