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
$243M
AUM Growth
+$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.16M
3
+$488K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$448K
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$447K

Top Sells

1
+$2.15M
2
+$1.04M
3
+$556K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$451K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$443K

Sector Composition

1 Technology 15.87%
2 Financials 6.88%
3 Consumer Discretionary 5.49%
4 Healthcare 4.99%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.48%
43,070
-2
52
$1.17M 0.48%
27,942
-1,916
53
$1.16M 0.48%
13,595
+58
54
$1.16M 0.48%
26,021
+1,243
55
$1.16M 0.48%
10,951
+611
56
$1.15M 0.47%
7,023
+753
57
$1.15M 0.47%
31,520
58
$1.15M 0.47%
10,763
+80
59
$1.12M 0.46%
57,262
+1,266
60
$1.11M 0.46%
2,159
-44
61
$1.1M 0.45%
8,884
+498
62
$1.02M 0.42%
2,705
-93
63
$1.02M 0.42%
3,204
-323
64
$1.01M 0.41%
15,214
-524
65
$951K 0.39%
27,845
66
$947K 0.39%
9,670
+228
67
$928K 0.38%
14,790
+1,600
68
$898K 0.37%
4,903
+307
69
$893K 0.37%
26,086
70
$871K 0.36%
26,707
71
$868K 0.36%
5,823
-95
72
$824K 0.34%
25,067
73
$823K 0.34%
16,043
+995
74
$820K 0.34%
19,517
-900
75
$812K 0.33%
19,251
1 2
3
4 5