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
$154M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$7.17M
3
+$5.05M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$3.76M
5
MA icon
Mastercard
MA
+$3.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.29%
2 Financials 9.89%
3 Healthcare 8.74%
4 Consumer Discretionary 7.14%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.88%
+68,375
27
$1.33M 0.87%
+6,154
28
$1.32M 0.86%
+1,189
29
$1.31M 0.85%
+16,217
30
$1.3M 0.85%
+19,099
31
$1.28M 0.83%
+46,495
32
$1.27M 0.82%
+6,686
33
$1.25M 0.81%
+11,633
34
$1.22M 0.79%
+16,571
35
$1.16M 0.76%
+6,024
36
$1.13M 0.74%
+7,300
37
$1.13M 0.73%
+23,733
38
$1.1M 0.71%
+7,280
39
$1.08M 0.71%
+17,806
40
$1.06M 0.69%
+3,045
41
$1.05M 0.68%
+9,702
42
$1.05M 0.68%
+16,652
43
$1.01M 0.66%
+49,927
44
$966K 0.63%
+39,857
45
$933K 0.61%
+10,698
46
$930K 0.61%
+15,059
47
$912K 0.59%
+5,191
48
$894K 0.58%
+16,576
49
$891K 0.58%
+22,050
50
$881K 0.57%
+17,074
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2
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