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
$357M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.04M
3
+$1.69M
4
SEIX icon
Virtus SEIX Senior Loan ETF
SEIX
+$1.46M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.23M

Top Sells

1
+$7.82M
2
+$1.24M
3
+$1.14M
4
JPM icon
JPMorgan Chase
JPM
+$1.08M
5
STAG icon
STAG Industrial
STAG
+$835K

Sector Composition

1 Technology 12.13%
2 Financials 6.85%
3 Consumer Discretionary 4.7%
4 Communication Services 3.64%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.28M 0.36%
9,948
-85
77
$1.27M 0.36%
12,774
+2,178
78
$1.25M 0.35%
81,655
+391
79
$1.25M 0.35%
32,217
+7,919
80
$1.12M 0.31%
27,860
81
$1.11M 0.31%
15,593
-2,265
82
$1.07M 0.3%
16,865
-85
83
$1.06M 0.3%
4,639
+62
84
$1.05M 0.29%
18,149
+9,035
85
$1.02M 0.29%
23,566
-4,251
86
$954K 0.27%
23,636
87
$948K 0.27%
44,820
-20,368
88
$910K 0.25%
4,355
-80
89
$906K 0.25%
9,910
-2,751
90
$883K 0.25%
15,823
-1,477
91
$881K 0.25%
5,582
-963
92
$879K 0.25%
31,716
-1,938
93
$872K 0.24%
4,804
+19
94
$862K 0.24%
8,450
-1,602
95
$835K 0.23%
22,402
-1,277
96
$823K 0.23%
32,460
+1,455
97
$822K 0.23%
14,718
-13,538
98
$812K 0.23%
32,726
+19,181
99
$796K 0.22%
5,686
-846
100
$795K 0.22%
1,514
-7
2 3
4
5 6