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
$243M
AUM Growth
+$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.16M
3
+$488K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$448K
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$447K

Top Sells

1
+$2.15M
2
+$1.04M
3
+$556K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$451K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$443K

Sector Composition

1 Technology 15.87%
2 Financials 6.88%
3 Consumer Discretionary 5.49%
4 Healthcare 4.99%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$594K 0.24%
25,118
-23,513
102
$585K 0.24%
7,070
103
$582K 0.24%
16,347
-1,583
104
$575K 0.24%
1,158
-116
105
$570K 0.23%
5,786
+141
106
$570K 0.23%
17,530
-2,429
107
$570K 0.23%
17,792
+3,164
108
$568K 0.23%
3,960
-192
109
$566K 0.23%
12,713
+371
110
$564K 0.23%
1,484
-103
111
$558K 0.23%
9,369
-91
112
$553K 0.23%
4,480
-3,245
113
$541K 0.22%
1,135
+3
114
$540K 0.22%
7,686
+587
115
$537K 0.22%
2,686
+1,600
116
$523K 0.21%
16,095
-4,675
117
$523K 0.21%
6,880
+354
118
$513K 0.21%
30,000
119
$509K 0.21%
35,110
+4,893
120
$509K 0.21%
1,966
-13
121
$503K 0.21%
15,624
122
$499K 0.21%
7,278
-294
123
$498K 0.2%
8,195
+450
124
$497K 0.2%
6,004
-20
125
$495K 0.2%
4,967
+554
3 4
5
6 7