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
$149M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.85M
3
+$1.21M
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$1.19M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$598K

Top Sells

1
+$1.16M
2
+$1.01M
3
+$735K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$665K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$639K

Sector Composition

1 Technology 19.19%
2 Healthcare 9.14%
3 Financials 8.97%
4 Consumer Staples 7%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$331K 0.22%
1,818
+2
127
$328K 0.22%
3,561
+47
128
$326K 0.22%
1,933
+310
129
$321K 0.22%
9,376
-268
130
$317K 0.21%
5,220
-2,370
131
$317K 0.21%
1,836
+452
132
$316K 0.21%
10,287
133
$313K 0.21%
4,957
134
$312K 0.21%
795
-40
135
$306K 0.21%
2,560
+240
136
$303K 0.2%
2,934
137
$303K 0.2%
+677
138
$299K 0.2%
4,587
+255
139
$297K 0.2%
2,679
+418
140
$293K 0.2%
10,835
+1,670
141
$290K 0.19%
10,912
+900
142
$290K 0.19%
6,580
+438
143
$289K 0.19%
5,696
+927
144
$288K 0.19%
1,204
+71
145
$287K 0.19%
3,891
+207
146
$286K 0.19%
2,383
-76
147
$282K 0.19%
5,715
-3,000
148
$282K 0.19%
2,383
-868
149
$280K 0.19%
4,475
150
$276K 0.18%
675
-146
4 5
6
7 8