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
$357M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.04M
3
+$1.69M
4
SEIX icon
Virtus SEIX Senior Loan ETF
SEIX
+$1.46M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.23M

Top Sells

1
+$7.82M
2
+$1.24M
3
+$1.14M
4
JPM icon
JPMorgan Chase
JPM
+$1.08M
5
STAG icon
STAG Industrial
STAG
+$835K

Sector Composition

1 Technology 12.13%
2 Financials 6.85%
3 Consumer Discretionary 4.7%
4 Communication Services 3.64%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$406K 0.11%
128
177
$403K 0.11%
6,735
+243
178
$398K 0.11%
6,126
-133
179
$398K 0.11%
772
180
$397K 0.11%
5,265
+15
181
$390K 0.11%
898
+19
182
$387K 0.11%
1,560
+16
183
$386K 0.11%
5,237
+42
184
$383K 0.11%
8,775
+1,894
185
$372K 0.1%
5,074
+121
186
$363K 0.1%
19,959
+1,316
187
$360K 0.1%
27,058
-386
188
$359K 0.1%
1,574
-1,363
189
$354K 0.1%
28,976
-2,268
190
$352K 0.1%
+10,234
191
$350K 0.1%
4,119
-1,080
192
$348K 0.1%
1,115
+198
193
$346K 0.1%
1,144
-12
194
$346K 0.1%
1,711
+42
195
$344K 0.1%
596
+20
196
$338K 0.09%
+3,876
197
$338K 0.09%
4,245
+177
198
$334K 0.09%
3,848
-200
199
$334K 0.09%
+4,346
200
$333K 0.09%
13,233
+3
6 7
8
9 10