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 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
101
$899K 0.21%
12,509
-14,015
102
$893K 0.2%
10,678
+74
103
$880K 0.2%
22,026
104
$865K 0.2%
32,436
-365
105
$862K 0.2%
8,509
-6,768
106
$860K 0.2%
7,250
+225
107
$859K 0.2%
8,962
+380
108
$849K 0.19%
18,588
-435
109
$837K 0.19%
4,241
-6
110
$826K 0.19%
4,584
-160
111
$806K 0.18%
39,247
-9,351
112
$791K 0.18%
1,353
+136
113
$788K 0.18%
17,427
+225
114
$781K 0.18%
2,261
-74
115
$776K 0.18%
2,822
+97
116
$768K 0.18%
20,304
117
$766K 0.18%
5,874
+387
118
$760K 0.17%
90,303
+1,360
119
$753K 0.17%
6,437
-320
120
$748K 0.17%
27,974
-205
121
$742K 0.17%
14,835
+3,096
122
$738K 0.17%
17,253
-533
123
$733K 0.17%
3,314
+460
124
$726K 0.17%
17,755
+851
125
$720K 0.16%
10,150
-70