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
1
$23.8M 5.46%
914,432
+4,404
2
$16.7M 3.83%
71,707
-9,524
3
$16.7M 3.82%
557,829
+172,020
4
$12.4M 2.83%
101,791
+1,292
5
$10.3M 2.37%
24,002
+305
6
$9.85M 2.26%
197,954
+18,967
7
$8.39M 1.92%
202,619
+3,286
8
$7.89M 1.81%
259,148
-3,074
9
$7.72M 1.77%
13,454
-607
10
$7.27M 1.66%
215,548
+53,922
11
$7.22M 1.66%
70,652
-4,298
12
$6.86M 1.57%
182,640
+15,807
13
$6.57M 1.5%
275,934
+15,946
14
$6.44M 1.48%
121,803
+2,448
15
$6.38M 1.46%
131,181
+22,077
16
$5.9M 1.35%
122,390
+50,337
17
$5.86M 1.34%
31,428
-431
18
$5.16M 1.18%
19,720
-185
19
$4.92M 1.13%
89,518
+2,166
20
$4.59M 1.05%
108,582
+5,490
21
$4.49M 1.03%
98,201
+7,730
22
$4.46M 1.02%
140,159
23
$4.41M 1.01%
8,351
-15
24
$4.32M 0.99%
7,552
-122
25
$4.28M 0.98%
90,885
+3,241
1
2 3 4 5