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
$337M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.49M
3
+$1.46M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$1.32M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.16M

Top Sells

1
+$2.8M
2
+$2.09M
3
+$1.52M
4
GS icon
Goldman Sachs
GS
+$1.47M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.33M

Sector Composition

1 Technology 14.16%
2 Financials 7.48%
3 Consumer Discretionary 5.19%
4 Consumer Staples 4.03%
5 Healthcare 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$853K 0.25%
23,679
-3,053
102
$842K 0.25%
+22,451
103
$835K 0.25%
21,093
-2,289
104
$831K 0.25%
4,435
-1,272
105
$829K 0.25%
23,352
-3,417
106
$814K 0.24%
4,785
+70
107
$811K 0.24%
40,150
-4,548
108
$805K 0.24%
4,986
-262
109
$794K 0.24%
16,611
+178
110
$787K 0.23%
26,689
+1,412
111
$758K 0.23%
31,005
+1,290
112
$748K 0.22%
19,251
113
$740K 0.22%
4,282
-68
114
$732K 0.22%
8,796
-753
115
$730K 0.22%
2,459
-422
116
$719K 0.21%
2,778
-4,085
117
$717K 0.21%
18,810
-1,708
118
$717K 0.21%
1,521
-45
119
$715K 0.21%
5,345
+793
120
$710K 0.21%
6,590
-3
121
$698K 0.21%
64,711
-8,591
122
$690K 0.2%
1,721
-898
123
$685K 0.2%
20,215
-6,131
124
$683K 0.2%
4,313
+87
125
$667K 0.2%
8,640
+2,882
3 4
5
6 7