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
$337M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.49M
3
+$1.46M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$1.32M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.16M

Top Sells

1
+$2.8M
2
+$2.09M
3
+$1.52M
4
GS icon
Goldman Sachs
GS
+$1.47M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.33M

Sector Composition

1 Technology 14.16%
2 Financials 7.48%
3 Consumer Discretionary 5.19%
4 Consumer Staples 4.03%
5 Healthcare 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67M 0.5%
26,050
-1,081
52
$1.66M 0.49%
26,147
+10,921
53
$1.64M 0.49%
16,009
-1,491
54
$1.61M 0.48%
21,955
+4,435
55
$1.59M 0.47%
14,650
-970
56
$1.53M 0.45%
31,520
57
$1.53M 0.45%
12,160
-10,606
58
$1.49M 0.44%
56,373
+881
59
$1.49M 0.44%
29,854
+10,987
60
$1.49M 0.44%
28,256
-9,200
61
$1.47M 0.44%
41,632
62
$1.45M 0.43%
39,816
+2,690
63
$1.42M 0.42%
54,063
+15,866
64
$1.41M 0.42%
65,188
-8,658
65
$1.4M 0.42%
41,391
-4,176
66
$1.35M 0.4%
12,297
+4,372
67
$1.32M 0.39%
+18,421
68
$1.3M 0.39%
47,008
-31,918
69
$1.29M 0.38%
3,195
-447
70
$1.27M 0.38%
17,858
-1,658
71
$1.26M 0.37%
18,327
-2,184
72
$1.24M 0.37%
81,264
+41,440
73
$1.24M 0.37%
14,904
+3,211
74
$1.21M 0.36%
12,661
-1,254
75
$1.18M 0.35%
10,033
-917
1 2
3
4 5