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
$243M
AUM Growth
+$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.16M
3
+$488K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$448K
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$447K

Top Sells

1
+$2.15M
2
+$1.04M
3
+$556K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$451K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$443K

Sector Composition

1 Technology 15.87%
2 Financials 6.88%
3 Consumer Discretionary 5.49%
4 Healthcare 4.99%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.5M 8.82%
132,552
+259
2
$10.9M 4.46%
670,392
+8,156
3
$7.01M 2.88%
24,234
+372
4
$6.73M 2.76%
16,421
-445
5
$5.93M 2.44%
198,737
-1,597
6
$5.53M 2.27%
84,976
7
$4.09M 1.68%
60,939
-660
8
$3.84M 1.58%
10,659
-228
9
$3.8M 1.56%
69,766
+1,384
10
$3.56M 1.46%
9,458
+156
11
$3.45M 1.42%
16,387
12
$3.25M 1.33%
101,330
-30
13
$3.24M 1.33%
17,572
+266
14
$3M 1.23%
25,960
+73
15
$2.98M 1.23%
29,213
+1,676
16
$2.8M 1.15%
37,184
-3,349
17
$2.8M 1.15%
173,685
+5,931
18
$2.18M 0.89%
34,744
+535
19
$2.14M 0.88%
58,312
+1,050
20
$2.14M 0.88%
195,071
+11
21
$2.13M 0.88%
47,595
-2,102
22
$2.12M 0.87%
9,831
+406
23
$2.07M 0.85%
28,164
-240
24
$2M 0.82%
28,732
-3,123
25
$1.95M 0.8%
17,051
+552
1
2 3 4 5