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
$437M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$2.43M
3
+$1.82M
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$1.07M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$944K

Top Sells

1
+$4.11M
2
+$2.22M
3
+$1.01M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$686K
5
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$440K

Sector Composition

1 Technology 11.74%
2 Financials 5.93%
3 Consumer Discretionary 4.36%
4 Communication Services 3.31%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$365K 0.08%
1,723
-125
202
$363K 0.08%
1,574
-10
203
$362K 0.08%
2,390
204
$362K 0.08%
1,751
-2
205
$360K 0.08%
4,032
-5
206
$357K 0.08%
5,733
-3
207
$349K 0.08%
1,273
-38
208
$348K 0.08%
660
+2
209
$344K 0.08%
4,210
-240
210
$334K 0.08%
5,273
+31
211
$332K 0.08%
1,749
-473
212
$330K 0.08%
1,173
+1
213
$329K 0.08%
765
+14
214
$329K 0.08%
1,856
+77
215
$329K 0.08%
4,403
216
$327K 0.08%
+11,522
217
$327K 0.07%
+13,991
218
$326K 0.07%
2,585
+63
219
$326K 0.07%
+1,343
220
$322K 0.07%
10,102
-13,525
221
$321K 0.07%
1,560
+20
222
$320K 0.07%
23,657
-300
223
$320K 0.07%
3,935
+877
224
$313K 0.07%
9,459
+1,340
225
$313K 0.07%
3,730
+35
7 8
9
10 11