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
$149M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.85M
3
+$1.21M
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$1.19M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$598K

Top Sells

1
+$1.16M
2
+$1.01M
3
+$735K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$665K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$639K

Sector Composition

1 Technology 19.19%
2 Healthcare 9.14%
3 Financials 8.97%
4 Consumer Staples 7%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$270K 0.18%
471
+11
152
$268K 0.18%
4,560
-240
153
$261K 0.17%
3,355
-800
154
$260K 0.17%
3,410
155
$257K 0.17%
1,324
+216
156
$255K 0.17%
9,232
157
$254K 0.17%
4,651
-50
158
$254K 0.17%
+3,661
159
$254K 0.17%
17,634
160
$250K 0.17%
9,819
+193
161
$245K 0.16%
20,919
-250
162
$244K 0.16%
+6,651
163
$241K 0.16%
1,223
-1,985
164
$240K 0.16%
2,295
-302
165
$237K 0.16%
+949
166
$237K 0.16%
2,570
167
$227K 0.15%
970
+135
168
$223K 0.15%
+2,228
169
$218K 0.15%
1,581
+2
170
$215K 0.14%
3,546
171
$213K 0.14%
1,813
172
$213K 0.14%
1,600
-16
173
$211K 0.14%
+1,849
174
$211K 0.14%
565
175
$206K 0.14%
+2,428
4 5 6
7
8