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
$327M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$4.18M
3
+$3.16M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.7M
5
SEIX icon
Virtus SEIX Senior Loan ETF
SEIX
+$2.63M

Top Sells

1
+$3.19M
2
+$1.77M
3
+$1.04M
4
AAPL icon
Apple
AAPL
+$979K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$581K

Sector Composition

1 Technology 13.82%
2 Financials 7.75%
3 Consumer Discretionary 5.82%
4 Healthcare 4.56%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$371K 0.11%
13,486
+3,986
202
$368K 0.11%
712
+124
203
$362K 0.11%
5,192
+460
204
$358K 0.11%
27,378
-36
205
$352K 0.11%
1,832
+45
206
$350K 0.11%
939
+48
207
$349K 0.11%
+29,268
208
$347K 0.11%
6,146
-1,720
209
$347K 0.11%
5,869
210
$344K 0.11%
8,251
+1,227
211
$343K 0.1%
772
+139
212
$341K 0.1%
1,486
+163
213
$338K 0.1%
3,374
+16
214
$338K 0.1%
2,921
-621
215
$334K 0.1%
4,306
-300
216
$330K 0.1%
3,118
-113
217
$328K 0.1%
2,261
+207
218
$325K 0.1%
6,630
-1,654
219
$325K 0.1%
129
220
$325K 0.1%
4,020
-340
221
$324K 0.1%
6,753
-524
222
$324K 0.1%
3,514
+281
223
$323K 0.1%
13,228
-726
224
$323K 0.1%
+4,778
225
$322K 0.1%
34,431
-5,127
7 8
9
10 11