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
$437M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$2.43M
3
+$1.82M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$1.07M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$944K

Top Sells

1
+$4.11M
2
+$2.22M
3
+$1.01M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$686K
5
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$440K

Sector Composition

1 Technology 11.74%
2 Financials 5.93%
3 Consumer Discretionary 4.36%
4 Communication Services 3.31%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.5M 0.34%
23,893
-972
77
$1.45M 0.33%
8,517
-216
78
$1.38M 0.32%
16,678
-5,081
79
$1.38M 0.32%
15,252
-430
80
$1.35M 0.31%
12,245
+4,199
81
$1.34M 0.31%
31,535
+3,660
82
$1.33M 0.3%
21,999
+6,977
83
$1.3M 0.3%
82,002
+1,249
84
$1.25M 0.29%
4,602
-80
85
$1.21M 0.28%
9,974
-293
86
$1.2M 0.27%
29,952
-9,864
87
$1.16M 0.27%
22,697
-1,467
88
$1.08M 0.25%
10,474
+1,122
89
$1.05M 0.24%
10,001
+102
90
$1.04M 0.24%
35,802
+1,959
91
$1.02M 0.23%
5,990
+204
92
$1.02M 0.23%
17,146
+1,592
93
$1.01M 0.23%
16,113
-310
94
$1M 0.23%
7,323
-753
95
$997K 0.23%
23,636
96
$988K 0.23%
34,144
+518
97
$983K 0.23%
36,389
+20,945
98
$958K 0.22%
4,835
+4
99
$944K 0.22%
10,463
+1,247
100
$921K 0.21%
5,684
+26
2 3
4
5 6