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
$243M
AUM Growth
+$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.16M
3
+$488K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$448K
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$447K

Top Sells

1
+$2.15M
2
+$1.04M
3
+$556K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$451K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$443K

Sector Composition

1 Technology 15.87%
2 Financials 6.88%
3 Consumer Discretionary 5.49%
4 Healthcare 4.99%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$326K 0.13%
1,423
+85
177
$324K 0.13%
4,299
-719
178
$324K 0.13%
5,917
179
$322K 0.13%
4,560
+283
180
$322K 0.13%
6,049
-2,000
181
$321K 0.13%
17,101
-3,005
182
$317K 0.13%
+7,024
183
$316K 0.13%
2,591
+116
184
$312K 0.13%
6,597
185
$309K 0.13%
4,152
-947
186
$309K 0.13%
5,325
-15
187
$309K 0.13%
5,325
188
$308K 0.13%
3,233
189
$304K 0.13%
1,588
+80
190
$302K 0.12%
1,543
+188
191
$301K 0.12%
5,128
192
$301K 0.12%
3,784
193
$301K 0.12%
2,934
194
$297K 0.12%
3,231
195
$297K 0.12%
5,872
+540
196
$294K 0.12%
2,679
197
$291K 0.12%
5,453
-1,005
198
$290K 0.12%
439
+65
199
$287K 0.12%
7,883
-543
200
$285K 0.12%
4,507
+287
6 7
8
9 10