IP

Ignite Planners Portfolio holdings

AUM $648M
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$574M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.99M
3
+$1.83M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$714K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$653K

Top Sells

1
+$2.99M
2
+$1.43M
3
+$1.34M
4
PBR icon
Petrobras
PBR
+$686K
5
UNH icon
UnitedHealth
UNH
+$505K

Sector Composition

1 Technology 13.55%
2 Financials 7.11%
3 Consumer Discretionary 4.25%
4 Communication Services 3.48%
5 Consumer Staples 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$557K 0.1%
2,257
-1,736
202
$556K 0.1%
12,111
-58
203
$550K 0.1%
5,720
-87
204
$549K 0.1%
15,266
-150
205
$546K 0.1%
18,570
+10,468
206
$546K 0.1%
15,782
+417
207
$546K 0.1%
2,402
-49
208
$545K 0.09%
948
-37
209
$543K 0.09%
3,791
+18
210
$543K 0.09%
13,825
211
$542K 0.09%
1,463
+26
212
$536K 0.09%
45,803
+5,628
213
$534K 0.09%
981
+13
214
$533K 0.09%
5,680
-642
215
$527K 0.09%
3,094
+2
216
$526K 0.09%
477
+14
217
$521K 0.09%
6,578
+908
218
$520K 0.09%
5,169
+1,277
219
$513K 0.09%
4,589
-1,386
220
$502K 0.09%
3,199
+197
221
$491K 0.09%
6,366
+136
222
$489K 0.09%
1,864
+13
223
$487K 0.08%
1,630
-175
224
$485K 0.08%
8,277
-26
225
$483K 0.08%
2,208
+155
7 8
9
10 11