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
$243M
AUM Growth
+$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.16M
3
+$488K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$448K
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$447K

Top Sells

1
+$2.15M
2
+$1.04M
3
+$556K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$451K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$443K

Sector Composition

1 Technology 15.87%
2 Financials 6.88%
3 Consumer Discretionary 5.49%
4 Healthcare 4.99%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$802K 0.33%
7,656
-348
77
$780K 0.32%
4,101
-28
78
$775K 0.32%
10,174
-698
79
$755K 0.31%
17,945
-127
80
$752K 0.31%
4,662
+193
81
$742K 0.31%
4,607
+91
82
$733K 0.3%
57,590
-7,235
83
$718K 0.29%
4,639
+42
84
$707K 0.29%
6,278
+476
85
$706K 0.29%
8,542
+364
86
$696K 0.29%
9,409
-87
87
$694K 0.29%
12,940
-726
88
$693K 0.28%
28,211
+10,057
89
$678K 0.28%
5,178
+135
90
$677K 0.28%
8,538
91
$664K 0.27%
11,965
+351
92
$660K 0.27%
21,929
+164
93
$655K 0.27%
13,050
-313
94
$645K 0.26%
29,418
-468
95
$642K 0.26%
2,262
+306
96
$622K 0.26%
9,020
97
$612K 0.25%
6,579
-758
98
$608K 0.25%
1,477
+1
99
$607K 0.25%
6,363
-3,352
100
$602K 0.25%
9,088
2 3
4
5 6