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
$327M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$4.18M
3
+$3.16M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.7M
5
SEIX icon
Virtus SEIX Senior Loan ETF
SEIX
+$2.63M

Top Sells

1
+$3.19M
2
+$1.77M
3
+$1.04M
4
AAPL icon
Apple
AAPL
+$979K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$581K

Sector Composition

1 Technology 13.82%
2 Financials 7.75%
3 Consumer Discretionary 5.82%
4 Healthcare 4.56%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.49%
+35,517
52
$1.56M 0.48%
24,610
+444
53
$1.55M 0.47%
40,653
54
$1.53M 0.47%
34,134
-7,066
55
$1.52M 0.46%
+26,455
56
$1.47M 0.45%
4,720
57
$1.46M 0.45%
+73,846
58
$1.46M 0.45%
45,567
59
$1.45M 0.44%
15,609
+432
60
$1.37M 0.42%
41,632
-7,087
61
$1.35M 0.41%
55,492
+35,902
62
$1.31M 0.4%
3,642
+312
63
$1.29M 0.39%
15,620
+1,060
64
$1.28M 0.39%
38,265
+12,292
65
$1.28M 0.39%
13,915
+8,381
66
$1.28M 0.39%
8,113
+214
67
$1.26M 0.38%
19,516
+399
68
$1.26M 0.38%
37,126
-30,506
69
$1.24M 0.38%
10,950
+505
70
$1.24M 0.38%
29,448
+17,273
71
$1.22M 0.37%
1,001
-16
72
$1.18M 0.36%
+20,511
73
$1.16M 0.36%
+52,448
74
$1.14M 0.35%
38,335
-1,725
75
$1.12M 0.34%
31,520
1 2
3
4 5