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
$357M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.04M
3
+$1.69M
4
SEIX icon
Virtus SEIX Senior Loan ETF
SEIX
+$1.46M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.23M

Top Sells

1
+$7.82M
2
+$1.24M
3
+$1.14M
4
JPM icon
JPMorgan Chase
JPM
+$1.08M
5
STAG icon
STAG Industrial
STAG
+$835K

Sector Composition

1 Technology 12.13%
2 Financials 6.85%
3 Consumer Discretionary 4.7%
4 Communication Services 3.64%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$333K 0.09%
2,046
+45
202
$331K 0.09%
25,313
-8,478
203
$324K 0.09%
2,390
204
$324K 0.09%
5,053
-1,305
205
$319K 0.09%
5,695
-35
206
$315K 0.09%
2,462
-9
207
$315K 0.09%
2,508
-477
208
$314K 0.09%
693
-176
209
$313K 0.09%
4,678
-925
210
$313K 0.09%
378
-2
211
$312K 0.09%
+5,398
212
$308K 0.09%
2,533
-299
213
$297K 0.08%
1,818
-196
214
$296K 0.08%
1,114
+4
215
$295K 0.08%
461
+11
216
$293K 0.08%
3,466
+249
217
$293K 0.08%
4,774
+4
218
$291K 0.08%
22,199
-4,683
219
$286K 0.08%
1,157
-16
220
$284K 0.08%
+5,690
221
$282K 0.08%
3,917
-2,686
222
$280K 0.08%
2,454
-2,422
223
$279K 0.08%
5,222
-708
224
$276K 0.08%
815
-112
225
$275K 0.08%
3,666
-1,216
7 8
9
10 11