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
51
$875K 0.57%
+2,732
52
$870K 0.57%
+42,253
53
$843K 0.55%
+24,159
54
$783K 0.51%
+10,780
55
$765K 0.5%
+3,208
56
$752K 0.49%
+2,343
57
$751K 0.49%
+4,621
58
$748K 0.49%
+10,471
59
$731K 0.48%
+5,360
60
$728K 0.47%
+30,350
61
$726K 0.47%
+5,620
62
$714K 0.46%
+14,830
63
$704K 0.46%
+6,123
64
$698K 0.45%
+13,055
65
$686K 0.45%
+4,349
66
$675K 0.44%
+22,465
67
$667K 0.43%
+4,522
68
$666K 0.43%
+6,352
69
$665K 0.43%
+5,942
70
$650K 0.42%
+16,507
71
$639K 0.42%
+17,952
72
$637K 0.41%
+12,275
73
$636K 0.41%
+3,804
74
$628K 0.41%
+48,000
75
$625K 0.41%
+6,125
1 2
3
4 5