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
$337M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.49M
3
+$1.46M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$1.32M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.16M

Top Sells

1
+$2.8M
2
+$2.09M
3
+$1.52M
4
GS icon
Goldman Sachs
GS
+$1.47M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.33M

Sector Composition

1 Technology 14.16%
2 Financials 7.48%
3 Consumer Discretionary 5.19%
4 Consumer Staples 4.03%
5 Healthcare 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$385K 0.11%
6,259
-4,154
177
$384K 0.11%
5,844
-185
178
$381K 0.11%
31,244
-3,187
179
$377K 0.11%
5,730
-491
180
$371K 0.11%
6,358
-272
181
$370K 0.11%
3,370
-4
182
$370K 0.11%
4,953
+326
183
$370K 0.11%
772
184
$366K 0.11%
6,492
+928
185
$365K 0.11%
26,882
-496
186
$363K 0.11%
1,544
-288
187
$356K 0.11%
7,027
-380
188
$350K 0.1%
5,195
-1,079
189
$349K 0.1%
1,669
-37
190
$347K 0.1%
8,756
+923
191
$347K 0.1%
5,930
+38
192
$347K 0.1%
4,552
-877
193
$334K 0.1%
27,444
-32,492
194
$333K 0.1%
879
-30
195
$333K 0.1%
2,471
-361
196
$331K 0.1%
5,250
-60
197
$330K 0.1%
2,379
-390
198
$329K 0.1%
128
-1
199
$328K 0.1%
+2,079
200
$324K 0.1%
4,330
6 7
8
9 10