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
$437M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Sells

1 +$4.11M
2 +$2.22M
3 +$1.01M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$686K
5
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$440K

Sector Composition

1 Technology 11.74%
2 Financials 5.93%
3 Consumer Discretionary 4.36%
4 Communication Services 3.31%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$485K 0.11%
3,561
-4
177
$483K 0.11%
19,679
-2,330
178
$479K 0.11%
3,092
-32
179
$469K 0.11%
+17,973
180
$464K 0.11%
3,717
-78
181
$461K 0.11%
2,809
+19
182
$445K 0.1%
5,394
+35
183
$444K 0.1%
1,597
-6
184
$433K 0.1%
11,486
-1,815
185
$432K 0.1%
920
+4
186
$421K 0.1%
2,042
+12
187
$421K 0.1%
1,553
-336
188
$409K 0.09%
5,844
189
$404K 0.09%
6,851
+663
190
$402K 0.09%
774
-151
191
$402K 0.09%
+7,385
192
$396K 0.09%
19,053
-15,405
193
$394K 0.09%
125
194
$393K 0.09%
5,115
-150
195
$382K 0.09%
7,172
-2,764
196
$381K 0.09%
10,384
197
$375K 0.09%
+3,779
198
$372K 0.09%
392
+4
199
$368K 0.08%
3,586
+28
200
$368K 0.08%
3,362
-38