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
$125M
AUM Growth
+$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$843K
3
+$638K
4
QCOM icon
Qualcomm
QCOM
+$566K
5
FAB icon
First Trust Multi Cap Value AlphaDEX Fund
FAB
+$564K

Top Sells

1
+$574K
2
+$500K
3
+$450K
4
IHF icon
iShares US Healthcare Providers ETF
IHF
+$398K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$385K

Sector Composition

1 Technology 20.17%
2 Financials 9.57%
3 Healthcare 7.46%
4 Consumer Staples 6.94%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$482K 0.38%
16,424
77
$476K 0.38%
+4,907
78
$472K 0.38%
6,712
+948
79
$467K 0.37%
9,433
-1,259
80
$466K 0.37%
8,047
-299
81
$464K 0.37%
5,302
+760
82
$459K 0.37%
11,095
+134
83
$459K 0.37%
3,957
84
$455K 0.36%
5,323
-952
85
$455K 0.36%
27,286
-2,005
86
$452K 0.36%
5,917
-83
87
$452K 0.36%
2,012
+245
88
$449K 0.36%
7,346
-23
89
$440K 0.35%
5,177
+200
90
$438K 0.35%
1,361
+24
91
$431K 0.34%
11,046
-705
92
$427K 0.34%
4,996
+1,652
93
$423K 0.34%
9,337
-395
94
$419K 0.33%
16,139
+6,977
95
$417K 0.33%
5,564
+20
96
$405K 0.32%
13,043
-839
97
$401K 0.32%
2,892
+312
98
$401K 0.32%
4,586
+494
99
$401K 0.32%
17,650
+1,945
100
$391K 0.31%
8,049
-1,000
2 3
4
5 6