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
$243M
AUM Growth
+$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.16M
3
+$488K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$448K
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$447K

Top Sells

1
+$2.15M
2
+$1.04M
3
+$556K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$451K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$443K

Sector Composition

1 Technology 15.87%
2 Financials 6.88%
3 Consumer Discretionary 5.49%
4 Healthcare 4.99%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$409K 0.17%
+14,105
152
$408K 0.17%
3,939
-6
153
$408K 0.17%
5,844
154
$376K 0.15%
9,324
155
$376K 0.15%
2,697
+16
156
$368K 0.15%
1,662
+93
157
$365K 0.15%
4,696
-858
158
$364K 0.15%
1,074
+142
159
$362K 0.15%
11,363
160
$362K 0.15%
+3,580
161
$362K 0.15%
10,287
162
$361K 0.15%
14,787
+5,478
163
$360K 0.15%
+7,746
164
$359K 0.15%
40,693
-941
165
$357K 0.15%
3,784
+225
166
$357K 0.15%
4,606
-88
167
$354K 0.15%
28,578
168
$353K 0.15%
7,785
-47,313
169
$348K 0.14%
5,849
+841
170
$338K 0.14%
13,684
+41
171
$337K 0.14%
5,400
-4,471
172
$332K 0.14%
130
173
$331K 0.14%
+2,674
174
$330K 0.14%
5,905
+1,505
175
$329K 0.14%
5,187
-30
5 6
7
8 9