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
$357M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.04M
3
+$1.69M
4
SEIX icon
Virtus SEIX Senior Loan ETF
SEIX
+$1.46M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.23M

Top Sells

1
+$7.82M
2
+$1.24M
3
+$1.14M
4
JPM icon
JPMorgan Chase
JPM
+$1.08M
5
STAG icon
STAG Industrial
STAG
+$835K

Sector Composition

1 Technology 12.13%
2 Financials 6.85%
3 Consumer Discretionary 4.7%
4 Communication Services 3.64%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.9M 0.53%
11,937
-2,108
52
$1.9M 0.53%
26,085
+7,664
53
$1.9M 0.53%
11,817
-556
54
$1.89M 0.53%
54,357
+12,966
55
$1.88M 0.53%
50,144
+32,369
56
$1.75M 0.49%
29,218
-3,824
57
$1.73M 0.48%
63,505
+16,497
58
$1.69M 0.47%
+57,943
59
$1.68M 0.47%
17,281
-118
60
$1.67M 0.47%
38,592
-2,061
61
$1.63M 0.46%
13,913
-2,096
62
$1.62M 0.45%
22,126
-3,924
63
$1.61M 0.45%
26,478
-6,733
64
$1.57M 0.44%
3,520
+325
65
$1.54M 0.43%
41,632
66
$1.52M 0.43%
39,816
67
$1.51M 0.42%
18,407
+3,503
68
$1.5M 0.42%
17,334
+3,308
69
$1.49M 0.42%
1,963
+15
70
$1.47M 0.41%
34,787
-8,903
71
$1.44M 0.4%
8,401
+221
72
$1.44M 0.4%
10,985
-1,175
73
$1.44M 0.4%
82,139
-16,903
74
$1.42M 0.4%
31,520
75
$1.31M 0.37%
13,247
+3,674
1 2
3
4 5