IP

Ignite Planners Portfolio holdings

AUM $653M
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$574M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.99M
3
+$1.83M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$714K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$653K

Top Sells

1
+$2.99M
2
+$1.43M
3
+$1.34M
4
PBR icon
Petrobras
PBR
+$686K
5
UNH icon
UnitedHealth
UNH
+$505K

Sector Composition

1 Technology 13.55%
2 Financials 7.11%
3 Consumer Discretionary 4.25%
4 Communication Services 3.48%
5 Consumer Staples 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.64M 0.46%
25,621
+2,136
52
$2.47M 0.43%
26,026
-83
53
$2.47M 0.43%
52,411
+5,309
54
$2.44M 0.42%
48,202
+1,622
55
$2.4M 0.42%
80,327
56
$2.37M 0.41%
4,290
+53
57
$2.36M 0.41%
15,364
+68
58
$2.35M 0.41%
28,849
+925
59
$2.35M 0.41%
6,526
+47
60
$2.3M 0.4%
28,240
+252
61
$2.2M 0.38%
21,161
+3,220
62
$2.19M 0.38%
46,136
63
$2.08M 0.36%
25,738
+182
64
$2.07M 0.36%
49,229
65
$2.07M 0.36%
36,579
-600
66
$1.99M 0.35%
12,834
-538
67
$1.99M 0.35%
+218,237
68
$1.99M 0.35%
13,232
+916
69
$1.96M 0.34%
194,025
70
$1.95M 0.34%
6,721
+130
71
$1.94M 0.34%
30,598
-127
72
$1.92M 0.33%
+27,473
73
$1.91M 0.33%
45,748
+3,640
74
$1.83M 0.32%
16,939
+69
75
$1.82M 0.32%
36,396
+6,478
1 2
3
4 5