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
$357M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.04M
3
+$1.69M
4
SEIX icon
Virtus SEIX Senior Loan ETF
SEIX
+$1.46M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.23M

Top Sells

1
+$7.82M
2
+$1.24M
3
+$1.14M
4
JPM icon
JPMorgan Chase
JPM
+$1.08M
5
STAG icon
STAG Industrial
STAG
+$835K

Sector Composition

1 Technology 12.13%
2 Financials 6.85%
3 Consumer Discretionary 4.7%
4 Communication Services 3.64%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$676K 0.19%
66,359
-8,585
127
$665K 0.19%
6,375
-978
128
$651K 0.18%
2,858
+373
129
$645K 0.18%
17,183
-3,032
130
$641K 0.18%
14,401
-2,210
131
$633K 0.18%
47,815
-6,465
132
$629K 0.18%
10,240
+1,090
133
$626K 0.18%
3,620
-662
134
$621K 0.17%
116,786
-13,079
135
$609K 0.17%
1,995
+2
136
$608K 0.17%
4,352
+376
137
$598K 0.17%
15,896
138
$573K 0.16%
15,448
-3,362
139
$565K 0.16%
14,475
-3,038
140
$562K 0.16%
8,278
+22
141
$559K 0.16%
2,678
-145
142
$553K 0.16%
19,500
143
$544K 0.15%
+11,961
144
$539K 0.15%
2,839
-2,147
145
$538K 0.15%
7,384
-1,412
146
$534K 0.15%
2,912
+533
147
$527K 0.15%
3,570
-743
148
$524K 0.15%
1,853
+37
149
$511K 0.14%
5,326
-1,015
150
$506K 0.14%
5,530
-222
4 5
6
7 8