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
$337M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.49M
3
+$1.46M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$1.32M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.16M

Top Sells

1
+$2.8M
2
+$2.09M
3
+$1.52M
4
GS icon
Goldman Sachs
GS
+$1.47M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.33M

Sector Composition

1 Technology 14.16%
2 Financials 7.48%
3 Consumer Discretionary 5.19%
4 Consumer Staples 4.03%
5 Healthcare 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$667K 0.2%
4,171
-907
127
$657K 0.2%
6,532
-416
128
$652K 0.19%
54,280
-1,111
129
$645K 0.19%
129,865
-2,817
130
$640K 0.19%
6,341
-588
131
$640K 0.19%
17,513
-2,357
132
$637K 0.19%
+27,104
133
$633K 0.19%
17,775
+8,906
134
$630K 0.19%
7,383
+1,374
135
$626K 0.19%
18,622
+1,382
136
$623K 0.19%
7,354
-2,097
137
$605K 0.18%
5,343
-1,013
138
$577K 0.17%
15,896
139
$574K 0.17%
3,976
+482
140
$557K 0.17%
+5,148
141
$552K 0.16%
10,928
-4,729
142
$544K 0.16%
8,256
+21
143
$544K 0.16%
2,937
-282
144
$540K 0.16%
1,816
-25
145
$539K 0.16%
5,752
-1,937
146
$531K 0.16%
1,993
+5
147
$525K 0.16%
10,826
-821
148
$523K 0.16%
19,500
+3,000
149
$517K 0.15%
14,118
150
$507K 0.15%
2,317
+159
4 5
6
7 8