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
$243M
AUM Growth
+$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.16M
3
+$488K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$448K
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$447K

Top Sells

1
+$2.15M
2
+$1.04M
3
+$556K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$451K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$443K

Sector Composition

1 Technology 15.87%
2 Financials 6.88%
3 Consumer Discretionary 5.49%
4 Healthcare 4.99%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$495K 0.2%
9,658
+10
127
$493K 0.2%
9,801
+15
128
$492K 0.2%
8,755
-340
129
$477K 0.2%
6,908
+1
130
$475K 0.2%
3,946
+45
131
$475K 0.2%
16,998
+612
132
$469K 0.19%
6,422
+240
133
$463K 0.19%
4,590
+107
134
$459K 0.19%
2,056
135
$457K 0.19%
1,979
+5
136
$453K 0.19%
19,340
+500
137
$450K 0.18%
14,487
+138
138
$449K 0.18%
8,743
-325
139
$448K 0.18%
+4,079
140
$447K 0.18%
+9,844
141
$446K 0.18%
7,113
-368
142
$444K 0.18%
4,973
+561
143
$441K 0.18%
21,039
+4,900
144
$438K 0.18%
3,036
145
$435K 0.18%
17,914
-19
146
$430K 0.18%
5,626
+29
147
$426K 0.18%
1,698
-105
148
$423K 0.17%
1,152
-217
149
$419K 0.17%
3,542
-200
150
$411K 0.17%
3,869
+25
4 5
6
7 8