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
$337M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.49M
3
+$1.46M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$1.32M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.16M

Top Sells

1
+$2.8M
2
+$2.09M
3
+$1.52M
4
GS icon
Goldman Sachs
GS
+$1.47M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.33M

Sector Composition

1 Technology 14.16%
2 Financials 7.48%
3 Consumer Discretionary 5.19%
4 Consumer Staples 4.03%
5 Healthcare 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$501K 0.15%
1,066
+3
152
$496K 0.15%
+8,390
153
$492K 0.15%
9,114
-369
154
$490K 0.15%
4,876
-296
155
$490K 0.15%
10,626
+1,036
156
$489K 0.15%
33,791
-3,877
157
$484K 0.14%
11,014
-2,800
158
$484K 0.14%
6,603
-57
159
$483K 0.14%
6,397
160
$479K 0.14%
4,361
-407
161
$475K 0.14%
16,069
-639
162
$463K 0.14%
5,199
+13
163
$445K 0.13%
3,921
-272
164
$442K 0.13%
5,539
-96
165
$436K 0.13%
2,823
-241
166
$429K 0.13%
915
-24
167
$421K 0.13%
4,022
+51
168
$421K 0.13%
3,652
+171
169
$420K 0.12%
2,485
+224
170
$417K 0.12%
1,611
+189
171
$409K 0.12%
1,236
-394
172
$408K 0.12%
2,241
-508
173
$406K 0.12%
3,957
+666
174
$405K 0.12%
854
-33
175
$396K 0.12%
869
-96
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7
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