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
$437M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$2.43M
3
+$1.82M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$1.07M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$944K

Top Sells

1
+$4.11M
2
+$2.22M
3
+$1.01M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$686K
5
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$440K

Sector Composition

1 Technology 11.74%
2 Financials 5.93%
3 Consumer Discretionary 4.36%
4 Communication Services 3.31%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.15M 0.49%
27,492
+1,668
52
$2.11M 0.48%
22,633
+3,749
53
$2.09M 0.48%
9,916
-59
54
$2.08M 0.48%
12,015
+40
55
$2.05M 0.47%
54,792
56
$2.02M 0.46%
4,145
-61
57
$2M 0.46%
4,049
+4
58
$1.99M 0.46%
24,663
-4,828
59
$1.89M 0.43%
30,247
-2,028
60
$1.88M 0.43%
18,787
+2,825
61
$1.83M 0.42%
40,989
+3,955
62
$1.81M 0.42%
17,900
+1,096
63
$1.81M 0.41%
82,105
-3,981
64
$1.8M 0.41%
38,792
65
$1.73M 0.4%
1,948
-19
66
$1.71M 0.39%
14,624
-124
67
$1.65M 0.38%
41,769
-256
68
$1.61M 0.37%
41,253
+325
69
$1.61M 0.37%
31,520
70
$1.59M 0.36%
18,348
-2,257
71
$1.58M 0.36%
10,556
-348
72
$1.57M 0.36%
31,303
+332
73
$1.57M 0.36%
10,660
-1,076
74
$1.55M 0.36%
34,595
+50
75
$1.53M 0.35%
6,234
+28
1 2
3
4 5