IP

Ignite Planners Portfolio holdings

AUM $653M
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$574M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.99M
3
+$1.83M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$714K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$653K

Top Sells

1
+$2.99M
2
+$1.43M
3
+$1.34M
4
PBR icon
Petrobras
PBR
+$686K
5
UNH icon
UnitedHealth
UNH
+$505K

Sector Composition

1 Technology 13.55%
2 Financials 7.11%
3 Consumer Discretionary 4.25%
4 Communication Services 3.48%
5 Consumer Staples 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.45M 0.25%
1,872
-126
102
$1.44M 0.25%
15,387
-1,518
103
$1.42M 0.25%
2
104
$1.4M 0.24%
7,162
+356
105
$1.39M 0.24%
23,095
106
$1.38M 0.24%
46,493
-1,535
107
$1.38M 0.24%
30,524
108
$1.37M 0.24%
4,455
+605
109
$1.36M 0.24%
11,250
+120
110
$1.33M 0.23%
31,119
111
$1.32M 0.23%
13,282
-3,963
112
$1.32M 0.23%
42,778
+2,383
113
$1.31M 0.23%
9,066
+353
114
$1.23M 0.21%
41,014
+2,150
115
$1.22M 0.21%
25,446
-325
116
$1.22M 0.21%
5,926
+851
117
$1.21M 0.21%
3,465
+91
118
$1.16M 0.2%
10,121
-449
119
$1.14M 0.2%
46,813
-765
120
$1.13M 0.2%
3,964
+36
121
$1.13M 0.2%
23,874
-600
122
$1.1M 0.19%
4,160
+464
123
$1.09M 0.19%
44,486
+2,370
124
$1.09M 0.19%
26,984
125
$1.08M 0.19%
17,197
+11
3 4
5
6 7