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
$243M
AUM Growth
+$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.16M
3
+$488K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$448K
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$447K

Top Sells

1
+$2.15M
2
+$1.04M
3
+$556K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$451K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$443K

Sector Composition

1 Technology 15.87%
2 Financials 6.88%
3 Consumer Discretionary 5.49%
4 Healthcare 4.99%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$283K 0.12%
36,400
-2,800
202
$283K 0.12%
24,463
+60
203
$276K 0.11%
979
+86
204
$275K 0.11%
7,247
+459
205
$269K 0.11%
1,260
+53
206
$265K 0.11%
6,672
-4,746
207
$263K 0.11%
8,203
-551
208
$259K 0.11%
2,226
+389
209
$256K 0.11%
848
+42
210
$255K 0.1%
+2,671
211
$254K 0.1%
2,704
+338
212
$249K 0.1%
5,347
+197
213
$248K 0.1%
3,162
+143
214
$248K 0.1%
9,500
-835
215
$247K 0.1%
10,202
-541
216
$245K 0.1%
2,992
+1
217
$244K 0.1%
+2,457
218
$239K 0.1%
493
219
$237K 0.1%
1,769
+185
220
$236K 0.1%
+1,017
221
$228K 0.09%
+1,191
222
$228K 0.09%
+599
223
$225K 0.09%
+12,688
224
$225K 0.09%
598
+4
225
$224K 0.09%
1,620
7 8
9
10 11