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
$337M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.49M
3
+$1.46M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$1.32M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.16M

Top Sells

1
+$2.8M
2
+$2.09M
3
+$1.52M
4
GS icon
Goldman Sachs
GS
+$1.47M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.33M

Sector Composition

1 Technology 14.16%
2 Financials 7.48%
3 Consumer Discretionary 5.19%
4 Consumer Staples 4.03%
5 Healthcare 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.16M 0.35%
14,026
+3,201
77
$1.16M 0.34%
27,817
-1,631
78
$1.15M 0.34%
1,948
-82
79
$1.15M 0.34%
8,180
-1,308
80
$1.13M 0.34%
22,406
+8,398
81
$1.06M 0.31%
11,506
+388
82
$1.06M 0.31%
10,596
+2,890
83
$1.06M 0.31%
27,860
84
$1.05M 0.31%
6,545
-1,568
85
$1M 0.3%
33,654
-4,611
86
$999K 0.3%
1,853
-150
87
$982K 0.29%
24,298
+7,733
88
$971K 0.29%
10,052
-1,002
89
$956K 0.28%
9,767
-858
90
$943K 0.28%
+9,573
91
$941K 0.28%
48,463
-52,900
92
$941K 0.28%
25,084
-2,462
93
$914K 0.27%
110,369
-12,515
94
$911K 0.27%
23,636
-2,450
95
$906K 0.27%
11,952
-1,040
96
$899K 0.27%
16,950
-1,324
97
$896K 0.27%
17,300
-16,834
98
$869K 0.26%
74,944
-7,659
99
$862K 0.26%
4,577
-224
100
$857K 0.25%
7,353
-758
2 3
4
5 6