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
$149M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.85M
3
+$1.21M
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$1.19M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$598K

Top Sells

1
+$1.16M
2
+$1.01M
3
+$735K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$665K
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$639K

Sector Composition

1 Technology 19.19%
2 Healthcare 9.14%
3 Financials 8.97%
4 Consumer Staples 7%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.3M 11.62%
107,192
+464
2
$6.63M 4.45%
15,574
-106
3
$4.76M 3.19%
17,381
+782
4
$3.71M 2.49%
78,671
+386
5
$3.01M 2.02%
46,118
+28,312
6
$2.94M 1.97%
8,379
-517
7
$2.77M 1.85%
37,857
+186
8
$2.55M 1.71%
33,568
+1,462
9
$2.2M 1.47%
+182,258
10
$2.07M 1.39%
71,049
+40,699
11
$1.96M 1.32%
38,160
+75
12
$1.82M 1.22%
8,429
+385
13
$1.81M 1.21%
15,279
+424
14
$1.72M 1.16%
16,745
+387
15
$1.71M 1.14%
32,613
+1,413
16
$1.64M 1.1%
10,172
+634
17
$1.63M 1.09%
5,101
-225
18
$1.57M 1.05%
15,308
-1,309
19
$1.55M 1.04%
3,845
+84
20
$1.52M 1.02%
31,584
21
$1.49M 1%
13,528
-64
22
$1.49M 1%
19,629
+530
23
$1.49M 1%
10,320
+620
24
$1.36M 0.91%
4,176
+96
25
$1.29M 0.86%
47,631
+1,136
1
2 3 4 5