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
$337M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$2.49M
3
+$1.46M
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$1.32M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.16M

Top Sells

1
+$2.8M
2
+$2.09M
3
+$1.52M
4
GS icon
Goldman Sachs
GS
+$1.47M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.33M

Sector Composition

1 Technology 14.16%
2 Financials 7.48%
3 Consumer Discretionary 5.19%
4 Consumer Staples 4.03%
5 Healthcare 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$324K 0.1%
4,007
-1,185
202
$324K 0.1%
2,001
-102
203
$324K 0.1%
4,882
+1,126
204
$322K 0.1%
927
+27
205
$321K 0.1%
5,603
-1,925
206
$317K 0.09%
+13,545
207
$317K 0.09%
+4,068
208
$315K 0.09%
3,100
209
$311K 0.09%
2,985
+525
210
$310K 0.09%
13,230
211
$304K 0.09%
4,048
-730
212
$304K 0.09%
380
-78
213
$296K 0.09%
1,156
-146
214
$293K 0.09%
18,643
+1,638
215
$290K 0.09%
980
-107
216
$290K 0.09%
11,328
-5,970
217
$287K 0.09%
576
-52
218
$287K 0.09%
+1,515
219
$286K 0.08%
2,390
-728
220
$283K 0.08%
+10,865
221
$282K 0.08%
+6,881
222
$279K 0.08%
6,380
-939
223
$278K 0.08%
4,770
-125
224
$273K 0.08%
12,450
+1,190
225
$272K 0.08%
450
-27
7 8
9
10 11