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
$149M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.85M
3
+$1.21M
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$1.19M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$598K

Top Sells

1
+$1.16M
2
+$1.01M
3
+$735K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$665K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$639K

Sector Composition

1 Technology 19.19%
2 Healthcare 9.14%
3 Financials 8.97%
4 Consumer Staples 7%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$541K 0.36%
+19,893
77
$539K 0.36%
10,732
+29
78
$536K 0.36%
3,957
-61
79
$528K 0.35%
+8,965
80
$525K 0.35%
+7,297
81
$524K 0.35%
3,380
+416
82
$514K 0.34%
4,588
+300
83
$506K 0.34%
6,685
+627
84
$505K 0.34%
9,926
-1,540
85
$505K 0.34%
9,394
+105
86
$498K 0.33%
8,880
87
$496K 0.33%
13,206
+1,605
88
$482K 0.32%
2,621
-111
89
$474K 0.32%
+9,105
90
$466K 0.31%
7,569
91
$460K 0.31%
+4,216
92
$459K 0.31%
+13,016
93
$455K 0.3%
46,200
-1,800
94
$449K 0.3%
10,725
95
$437K 0.29%
+33,878
96
$435K 0.29%
8,626
+248
97
$426K 0.29%
5,532
+17
98
$424K 0.28%
5,941
+437
99
$420K 0.28%
1,678
+142
100
$416K 0.28%
4,697
-358
2 3
4
5 6