IP

Ignite Planners Portfolio holdings

AUM $648M
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$574M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.99M
3
+$1.83M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$714K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$653K

Top Sells

1
+$2.99M
2
+$1.43M
3
+$1.34M
4
PBR icon
Petrobras
PBR
+$686K
5
UNH icon
UnitedHealth
UNH
+$505K

Sector Composition

1 Technology 13.55%
2 Financials 7.11%
3 Consumer Discretionary 4.25%
4 Communication Services 3.48%
5 Consumer Staples 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$654K 0.11%
+28,472
177
$651K 0.11%
7,575
+40
178
$649K 0.11%
6,871
+2,266
179
$647K 0.11%
7,366
+1,135
180
$639K 0.11%
1,233
+100
181
$634K 0.11%
26,985
+1,530
182
$632K 0.11%
66,506
+1,617
183
$627K 0.11%
2,610
+116
184
$627K 0.11%
29,298
185
$624K 0.11%
9,628
+5
186
$622K 0.11%
9,254
+462
187
$617K 0.11%
9,311
+942
188
$604K 0.11%
21,695
+3,068
189
$602K 0.1%
5,007
+53
190
$591K 0.1%
2,725
-136
191
$590K 0.1%
8,396
-14
192
$590K 0.1%
15,197
193
$584K 0.1%
18,550
-2,010
194
$583K 0.1%
4,714
-28
195
$579K 0.1%
30,368
+9,024
196
$574K 0.1%
11,326
197
$569K 0.1%
+1,840
198
$565K 0.1%
1,614
+43
199
$565K 0.1%
12,356
+104
200
$557K 0.1%
7,512
+192
6 7
8
9 10