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
101
$441K 0.29%
+5,504
102
$430K 0.28%
+7,807
103
$425K 0.28%
+8,378
104
$423K 0.28%
+3,251
105
$422K 0.27%
+821
106
$412K 0.27%
+4,388
107
$408K 0.27%
+4,155
108
$404K 0.26%
+2,964
109
$399K 0.26%
+7,569
110
$399K 0.26%
+6,056
111
$399K 0.26%
+5,055
112
$394K 0.26%
+1,536
113
$393K 0.26%
+6,058
114
$383K 0.25%
+2,593
115
$370K 0.24%
+9,644
116
$370K 0.24%
+1,816
117
$367K 0.24%
+2,847
118
$359K 0.23%
+10,287
119
$355K 0.23%
+3,137
120
$351K 0.23%
+835
121
$344K 0.22%
+4,461
122
$340K 0.22%
+969
123
$340K 0.22%
+10,012
124
$337K 0.22%
+4,120
125
$326K 0.21%
+21,169
3 4
5
6 7