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
$437M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$2.43M
3
+$1.82M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$1.07M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$944K

Top Sells

1
+$4.11M
2
+$2.22M
3
+$1.01M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$686K
5
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$440K

Sector Composition

1 Technology 11.74%
2 Financials 5.93%
3 Consumer Discretionary 4.36%
4 Communication Services 3.31%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$590K 0.14%
65,107
+2,170
152
$579K 0.13%
6,912
+8
153
$576K 0.13%
1,172
-8
154
$560K 0.13%
6,373
-1,524
155
$549K 0.13%
8,320
+22
156
$545K 0.12%
8,647
+1,212
157
$545K 0.12%
5,173
+881
158
$543K 0.12%
65,466
-7,910
159
$538K 0.12%
5,522
-10
160
$537K 0.12%
16,517
-63
161
$526K 0.12%
3,937
+5
162
$522K 0.12%
3,065
+515
163
$520K 0.12%
1,527
-12,069
164
$515K 0.12%
+18,182
165
$507K 0.12%
4,448
+27
166
$507K 0.12%
11,106
+491
167
$504K 0.12%
6,465
+860
168
$502K 0.12%
2,485
-265
169
$502K 0.12%
15,447
-143
170
$501K 0.11%
10,951
+7
171
$501K 0.11%
857
+163
172
$499K 0.11%
11,163
173
$498K 0.11%
1,649
+12
174
$498K 0.11%
+13,825
175
$490K 0.11%
10,378
+708
5 6
7
8 9