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
$437M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Sells

1 +$4.11M
2 +$2.22M
3 +$1.01M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$686K
5
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$440K

Sector Composition

1 Technology 11.74%
2 Financials 5.93%
3 Consumer Discretionary 4.36%
4 Communication Services 3.31%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$715K 0.16%
2,348
+11
127
$713K 0.16%
+31,175
128
$694K 0.16%
35,165
-1,300
129
$693K 0.16%
6,101
-41
130
$674K 0.15%
16,984
+78
131
$672K 0.15%
45,887
-174
132
$671K 0.15%
8,449
+701
133
$671K 0.15%
2,971
-4
134
$666K 0.15%
1,155
-110
135
$659K 0.15%
13,482
-947
136
$646K 0.15%
+26,285
137
$642K 0.15%
149,917
+21,803
138
$631K 0.14%
5,489
-93
139
$627K 0.14%
12,193
+12
140
$625K 0.14%
4,914
+106
141
$620K 0.14%
15,896
142
$617K 0.14%
17,564
+1,581
143
$616K 0.14%
9,479
-308
144
$612K 0.14%
3,599
-82
145
$611K 0.14%
9,994
-3,611
146
$607K 0.14%
3,220
-173
147
$604K 0.14%
1,875
+12
148
$597K 0.14%
19,359
+3,791
149
$594K 0.14%
5,597
+206
150
$592K 0.14%
19,500