IP

Ignite Planners Portfolio holdings

AUM $648M
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$574M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.99M
3
+$1.83M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$714K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$653K

Top Sells

1
+$2.99M
2
+$1.43M
3
+$1.34M
4
PBR icon
Petrobras
PBR
+$686K
5
UNH icon
UnitedHealth
UNH
+$505K

Sector Composition

1 Technology 13.55%
2 Financials 7.11%
3 Consumer Discretionary 4.25%
4 Communication Services 3.48%
5 Consumer Staples 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$847K 0.15%
113,172
+1,734
152
$829K 0.14%
6,356
-32
153
$801K 0.14%
22,071
+2,018
154
$801K 0.14%
23,282
+1,704
155
$799K 0.14%
10,441
-19,169
156
$797K 0.14%
11,714
+757
157
$784K 0.14%
35,048
-202
158
$770K 0.13%
1,221
-44
159
$745K 0.13%
6,664
-1,001
160
$741K 0.13%
14,865
+6,119
161
$727K 0.13%
27,928
+3,990
162
$722K 0.13%
29,730
+5,195
163
$721K 0.13%
9,711
+2,019
164
$711K 0.12%
18,081
-1,152
165
$695K 0.12%
16,027
+301
166
$694K 0.12%
5,120
+8
167
$694K 0.12%
8,163
+241
168
$693K 0.12%
44,598
-2,614
169
$689K 0.12%
13,115
+2,198
170
$682K 0.12%
5,970
+174
171
$673K 0.12%
3,718
+63
172
$669K 0.12%
14,019
+1,134
173
$667K 0.12%
13,240
+579
174
$666K 0.12%
7,646
+695
175
$657K 0.11%
2,229
-44
5 6
7
8 9