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
76
$617K 0.4%
+8,038
77
$612K 0.4%
+11,466
78
$607K 0.39%
+4,556
79
$602K 0.39%
+11,905
80
$598K 0.39%
+11,280
81
$591K 0.38%
+8,779
82
$586K 0.38%
+7,590
83
$582K 0.38%
+10,703
84
$575K 0.37%
+9,628
85
$575K 0.37%
+4,018
86
$572K 0.37%
+9,361
87
$537K 0.35%
+11,601
88
$526K 0.34%
+20,210
89
$518K 0.34%
+8,880
90
$514K 0.33%
+7,610
91
$497K 0.32%
+15,861
92
$484K 0.31%
+8,715
93
$480K 0.31%
+9,093
94
$480K 0.31%
+9,289
95
$476K 0.31%
+3,350
96
$460K 0.3%
+4,335
97
$455K 0.3%
+10,725
98
$450K 0.29%
+5,345
99
$447K 0.29%
+4,573
100
$442K 0.29%
+5,515
2 3
4
5 6