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
$122M
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$539K
2
+$464K
3
+$450K
4
ITB icon
iShares US Home Construction ETF
ITB
+$407K
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$398K

Top Sells

1
+$2.96M
2
+$1.21M
3
+$885K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$786K
5
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$541K

Sector Composition

1 Technology 18.3%
2 Financials 8.87%
3 Healthcare 7.76%
4 Consumer Staples 7.01%
5 Consumer Discretionary 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$481K 0.39%
11,161
+398
77
$473K 0.39%
4,977
-1,373
78
$467K 0.38%
8,505
-750
79
$466K 0.38%
11,751
-8,857
80
$464K 0.38%
+9,732
81
$458K 0.38%
10,961
-1,234
82
$450K 0.37%
+3,255
83
$446K 0.37%
5,172
+475
84
$444K 0.36%
2,580
-41
85
$442K 0.36%
13,882
+676
86
$440K 0.36%
1,735
+57
87
$438K 0.36%
1,337
+62
88
$434K 0.36%
5,764
-921
89
$426K 0.35%
5,544
+12
90
$423K 0.35%
7,179
+1,287
91
$423K 0.35%
31,238
-2,640
92
$422K 0.35%
4,542
-40
93
$421K 0.35%
2,992
-1,564
94
$407K 0.33%
+7,182
95
$403K 0.33%
8,075
-551
96
$398K 0.33%
15,705
+526
97
$398K 0.33%
+7,540
98
$395K 0.32%
11,578
-1,438
99
$388K 0.32%
1,767
-73
100
$382K 0.31%
3,718
+199
2 3
4
5 6