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
$327M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$4.18M
3
+$3.16M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.7M
5
SEIX icon
Virtus SEIX Senior Loan ETF
SEIX
+$2.63M

Top Sells

1
+$3.19M
2
+$1.77M
3
+$1.04M
4
AAPL icon
Apple
AAPL
+$979K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$581K

Sector Composition

1 Technology 13.82%
2 Financials 7.75%
3 Consumer Discretionary 5.82%
4 Healthcare 4.56%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.11M 0.34%
7,205
+158
77
$1.1M 0.34%
+17,520
78
$1.1M 0.34%
2,030
+7
79
$1.08M 0.33%
+24,569
80
$1.04M 0.32%
9,488
+1,004
81
$1.03M 0.32%
2,003
+135
82
$1M 0.31%
+11,054
83
$1M 0.31%
11,934
-597
84
$996K 0.3%
+27,546
85
$984K 0.3%
2,619
+16
86
$981K 0.3%
27,860
+15
87
$942K 0.29%
5,707
+268
88
$939K 0.29%
+18,867
89
$930K 0.28%
+38,197
90
$920K 0.28%
26,086
91
$902K 0.28%
26,732
92
$901K 0.28%
+82,603
93
$893K 0.27%
+26,769
94
$861K 0.26%
+44,698
95
$861K 0.26%
+12,992
96
$859K 0.26%
+10,625
97
$856K 0.26%
+15,226
98
$855K 0.26%
+122,884
99
$831K 0.25%
15,657
+162
100
$821K 0.25%
18,363
-323
2 3
4
5 6