IP

Ignite Planners Portfolio holdings

AUM $653M
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$546K
2
+$486K
3
+$469K
4
ITB icon
iShares US Home Construction ETF
ITB
+$410K
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$402K

Top Sells

1
+$3.07M
2
+$1.35M
3
+$932K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$786K
5
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$541K

Sector Composition

1 Technology 18.3%
2 Financials 8.87%
3 Healthcare 7.76%
4 Consumer Staples 7.01%
5 Consumer Discretionary 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-9,105
177
– –
-3,410
178
– –
-1,600
179
– –
-1,724
180
– –
-2,295
181
– –
-17,634
182
– –
-19,893
183
– –
-565
184
– –
0
185
– –
-10,732
186
– –
-1,818
4 5 6 7
8