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
$357M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.04M
3
+$1.69M
4
SEIX icon
Virtus SEIX Senior Loan ETF
SEIX
+$1.46M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.23M

Top Sells

1
+$7.82M
2
+$1.24M
3
+$1.14M
4
JPM icon
JPMorgan Chase
JPM
+$1.08M
5
STAG icon
STAG Industrial
STAG
+$835K

Sector Composition

1 Technology 12.13%
2 Financials 6.85%
3 Consumer Discretionary 4.7%
4 Communication Services 3.64%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$504K 0.14%
1,069
+3
152
$502K 0.14%
10,026
-902
153
$494K 0.14%
4,404
+43
154
$492K 0.14%
6,403
-2,237
155
$492K 0.14%
1,974
-343
156
$492K 0.14%
15,990
-2,632
157
$489K 0.14%
3,926
+5
158
$487K 0.14%
3,092
-8
159
$478K 0.13%
10,877
-137
160
$473K 0.13%
1,622
+11
161
$468K 0.13%
10,362
-264
162
$468K 0.13%
+11,163
163
$468K 0.13%
9,382
-1,444
164
$466K 0.13%
5,844
165
$460K 0.13%
1,164
-72
166
$458K 0.13%
13,064
-1,054
167
$449K 0.13%
855
+1
168
$437K 0.12%
2,124
-117
169
$426K 0.12%
15,213
+4,348
170
$425K 0.12%
4,330
171
$424K 0.12%
2,516
+437
172
$422K 0.12%
53,513
-11,198
173
$420K 0.12%
14,152
-1,917
174
$411K 0.12%
3,791
+139
175
$408K 0.11%
10,126
+1,370
5 6
7
8 9