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
$122M
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$539K
2
+$464K
3
+$450K
4
ITB icon
iShares US Home Construction ETF
ITB
+$407K
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$398K

Top Sells

1
+$2.96M
2
+$1.21M
3
+$885K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$786K
5
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$541K

Sector Composition

1 Technology 18.3%
2 Financials 8.87%
3 Healthcare 7.76%
4 Consumer Staples 7.01%
5 Consumer Discretionary 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$377K 0.31%
43,900
-2,300
102
$377K 0.31%
5,791
-150
103
$374K 0.31%
4,699
+26
104
$367K 0.3%
3,376
-843
105
$366K 0.3%
9,324
-1,401
106
$365K 0.3%
23,010
+1,880
107
$349K 0.29%
2,624
+17
108
$345K 0.28%
6,097
+367
109
$342K 0.28%
3,646
+89
110
$336K 0.28%
1,969
+133
111
$325K 0.27%
680
+3
112
$320K 0.26%
2,680
+120
113
$317K 0.26%
1,133
+60
114
$314K 0.26%
9,449
+73
115
$308K 0.25%
14,436
-1,230
116
$307K 0.25%
10,287
117
$307K 0.25%
4,092
-280
118
$306K 0.25%
3,631
-544
119
$304K 0.25%
2,934
120
$296K 0.24%
7,750
+56
121
$286K 0.23%
2,679
122
$285K 0.23%
796
+1
123
$283K 0.23%
3,965
-457
124
$278K 0.23%
4,804
-153
125
$276K 0.23%
1,119
+170
3 4
5
6 7