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
$327M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$4.18M
3
+$3.16M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.7M
5
SEIX icon
Virtus SEIX Senior Loan ETF
SEIX
+$2.63M

Top Sells

1
+$3.19M
2
+$1.77M
3
+$1.04M
4
AAPL icon
Apple
AAPL
+$979K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$581K

Sector Composition

1 Technology 13.82%
2 Financials 7.75%
3 Consumer Discretionary 5.82%
4 Healthcare 4.56%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$687K 0.21%
+15,391
127
$687K 0.21%
26,346
+7,366
128
$672K 0.21%
17,007
-938
129
$666K 0.2%
+6,929
130
$663K 0.2%
+20,518
131
$658K 0.2%
6,356
-128
132
$651K 0.2%
1,566
+79
133
$648K 0.2%
4,226
+399
134
$636K 0.19%
55,391
+18,660
135
$627K 0.19%
6,579
136
$620K 0.19%
9,181
+161
137
$617K 0.19%
4,552
+2,496
138
$606K 0.18%
8,570
+32
139
$605K 0.18%
14,179
-660
140
$604K 0.18%
6,593
-11
141
$603K 0.18%
6,948
+2,654
142
$599K 0.18%
10,413
+5,961
143
$592K 0.18%
+73,302
144
$590K 0.18%
16,433
+162
145
$576K 0.18%
39,824
+4,120
146
$573K 0.18%
9,088
147
$570K 0.17%
+11,647
148
$563K 0.17%
9,456
+83
149
$554K 0.17%
+16,565
150
$547K 0.17%
15,896
-8,419
4 5
6
7 8