IP

Ignite Planners Portfolio holdings

AUM $648M
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$574M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.99M
3
+$1.83M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$714K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$653K

Top Sells

1
+$2.99M
2
+$1.43M
3
+$1.34M
4
PBR icon
Petrobras
PBR
+$686K
5
UNH icon
UnitedHealth
UNH
+$505K

Sector Composition

1 Technology 13.55%
2 Financials 7.11%
3 Consumer Discretionary 4.25%
4 Communication Services 3.48%
5 Consumer Staples 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.08M 0.19%
17,122
+253
127
$1.05M 0.18%
6,423
-30
128
$1.01M 0.18%
11,073
-276
129
$1.01M 0.18%
15,935
+2,935
130
$996K 0.17%
6,726
+345
131
$975K 0.17%
24,883
-90
132
$970K 0.17%
8,899
+622
133
$970K 0.17%
12,396
+371
134
$947K 0.17%
14,213
+1,282
135
$943K 0.16%
31,006
+3,218
136
$940K 0.16%
22,691
137
$929K 0.16%
23,592
+8,402
138
$927K 0.16%
8,816
+383
139
$919K 0.16%
2,269
+2
140
$919K 0.16%
15,488
-281
141
$911K 0.16%
21,122
142
$907K 0.16%
3,053
+448
143
$903K 0.16%
3,677
+38
144
$894K 0.16%
12,806
-107
145
$894K 0.16%
4,722
-96
146
$882K 0.15%
128,426
-4,172
147
$862K 0.15%
19,113
+1,171
148
$851K 0.15%
19,227
+464
149
$849K 0.15%
7,846
+73
150
$848K 0.15%
3,487
-1
4 5
6
7 8