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
$122M
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$539K
2
+$464K
3
+$450K
4
ITB icon
iShares US Home Construction ETF
ITB
+$407K
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$398K

Top Sells

1
+$2.96M
2
+$1.21M
3
+$885K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$786K
5
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$541K

Sector Composition

1 Technology 18.3%
2 Financials 8.87%
3 Healthcare 7.76%
4 Consumer Staples 7.01%
5 Consumer Discretionary 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$693K 0.57%
960
-76
52
$665K 0.55%
4,938
+350
53
$652K 0.54%
10,315
54
$630K 0.52%
1,224
+465
55
$625K 0.51%
21,075
-1,750
56
$618K 0.51%
8,038
57
$617K 0.51%
6,275
-9,004
58
$608K 0.5%
5,434
-1,202
59
$596K 0.49%
28,149
-15,506
60
$589K 0.48%
50,508
-2,977
61
$566K 0.46%
10,565
+3,784
62
$563K 0.46%
6,000
-123
63
$541K 0.44%
10,692
+766
64
$539K 0.44%
+16,502
65
$535K 0.44%
17,714
-7,666
66
$533K 0.44%
3,504
+124
67
$530K 0.44%
16,424
68
$529K 0.43%
29,291
-2,070
69
$520K 0.43%
4,374
70
$500K 0.41%
3,080
-26
71
$494K 0.41%
9,049
-345
72
$491K 0.4%
8,346
-619
73
$485K 0.4%
3,957
74
$485K 0.4%
7,369
+72
75
$482K 0.4%
5,153
-1,709
1 2
3
4 5