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
$122M
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$539K
2
+$464K
3
+$450K
4
ITB icon
iShares US Home Construction ETF
ITB
+$407K
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$398K

Top Sells

1
+$2.96M
2
+$1.21M
3
+$885K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$786K
5
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$541K

Sector Composition

1 Technology 18.3%
2 Financials 8.87%
3 Healthcare 7.76%
4 Consumer Staples 7.01%
5 Consumer Discretionary 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$275K 0.23%
5,715
127
$271K 0.22%
4,363
-1,486
128
$269K 0.22%
5,767
+71
129
$268K 0.22%
1,218
+14
130
$265K 0.22%
3,344
-11
131
$262K 0.22%
2,393
+10
132
$254K 0.21%
10,335
-500
133
$254K 0.21%
601
-247
134
$253K 0.21%
2,668
+440
135
$252K 0.21%
4,650
-4,230
136
$250K 0.21%
6,250
-330
137
$248K 0.2%
2,017
+84
138
$247K 0.2%
3,930
+39
139
$247K 0.2%
3,918
+257
140
$243K 0.2%
2,365
-18
141
$241K 0.2%
1,031
+61
142
$240K 0.2%
1,402
+78
143
$236K 0.19%
5,355
-1,980
144
$236K 0.19%
476
+5
145
$233K 0.19%
2,226
-946
146
$232K 0.19%
4,651
147
$231K 0.19%
4,650
+90
148
$229K 0.19%
3,682
-905
149
$227K 0.19%
2,097
-2,573
150
$224K 0.18%
575
-100
4 5
6
7 8