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
$149M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.85M
3
+$1.21M
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$1.19M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$598K

Top Sells

1
+$1.16M
2
+$1.01M
3
+$735K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$665K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$639K

Sector Composition

1 Technology 19.19%
2 Healthcare 9.14%
3 Financials 8.97%
4 Consumer Staples 7%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$413K 0.28%
1,840
+257
102
$412K 0.28%
21,130
+920
103
$411K 0.28%
+2,540
104
$399K 0.27%
15,179
-7,286
105
$396K 0.27%
5,849
-207
106
$395K 0.26%
759
+114
107
$394K 0.26%
+6,781
108
$390K 0.26%
4,673
+212
109
$389K 0.26%
3,519
+382
110
$388K 0.26%
4,582
+462
111
$388K 0.26%
15,666
-195
112
$383K 0.26%
+5,892
113
$380K 0.25%
4,175
-160
114
$379K 0.25%
2,607
+14
115
$378K 0.25%
848
+290
116
$376K 0.25%
4,372
-819
117
$374K 0.25%
16,359
-162
118
$368K 0.25%
+3,172
119
$365K 0.24%
5,730
-1,880
120
$358K 0.24%
7,694
-113
121
$357K 0.24%
+3,557
122
$355K 0.24%
1,275
+232
123
$348K 0.23%
4,422
+34
124
$346K 0.23%
7,335
+1,260
125
$334K 0.22%
1,073
+104
3 4
5
6 7