IP
Ignite Planners Portfolio holdings
AUM
$574M
This Quarter Return
+9.04%
1 Year Return
+16.2%
3 Year Return
+69.5%
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
–
Cap. Flow
+$154M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.28%
Holding
173
New
173
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$18.2M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$7.17M |
| 3 |
Microsoft
MSFT
|
$5.05M |
| 4 |
First Trust Senior Loan Fund ETF
FTSL
|
$3.76M |
| 5 |
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% |
