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
$327M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$4.18M
3
+$3.16M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.7M
5
SEIX icon
Virtus SEIX Senior Loan ETF
SEIX
+$2.63M

Top Sells

1
+$3.19M
2
+$1.77M
3
+$1.04M
4
AAPL icon
Apple
AAPL
+$979K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$581K

Sector Composition

1 Technology 13.82%
2 Financials 7.75%
3 Consumer Discretionary 5.82%
4 Healthcare 4.56%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$431K 0.13%
2,158
-126
177
$431K 0.13%
5,758
-4,415
178
$430K 0.13%
2,749
179
$430K 0.13%
6,425
-136
180
$427K 0.13%
3,064
+749
181
$425K 0.13%
+26,955
182
$421K 0.13%
11,464
+2,140
183
$417K 0.13%
4,193
-2,001
184
$415K 0.13%
+9,590
185
$414K 0.13%
+16,500
186
$414K 0.13%
3,494
+1,808
187
$412K 0.13%
+5,635
188
$410K 0.13%
2,098
+214
189
$399K 0.12%
17,298
+2,817
190
$394K 0.12%
14,400
+26
191
$393K 0.12%
+3,971
192
$393K 0.12%
5,172
-1,743
193
$387K 0.12%
+4,627
194
$384K 0.12%
5,186
-618
195
$384K 0.12%
965
-150
196
$380K 0.12%
+4,446
197
$378K 0.12%
6,274
+662
198
$378K 0.12%
887
+141
199
$377K 0.12%
+7,528
200
$375K 0.11%
7,407
-11,467
6 7
8
9 10