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
126
$317K 0.21%
+2,320
127
$313K 0.2%
+1,583
128
$311K 0.2%
+2,459
129
$305K 0.2%
+4,475
130
$304K 0.2%
+16,521
131
$300K 0.2%
+2,934
132
$300K 0.2%
+645
133
$297K 0.19%
+4,769
134
$295K 0.19%
+4,957
135
$293K 0.19%
+3,410
136
$291K 0.19%
+4,332
137
$285K 0.19%
+2,741
138
$278K 0.18%
+4,800
139
$275K 0.18%
+9,165
140
$273K 0.18%
+2,597
141
$270K 0.18%
+6,075
142
$269K 0.18%
+6,142
143
$263K 0.17%
+1,616
144
$263K 0.17%
+4,701
145
$262K 0.17%
+2,570
146
$258K 0.17%
+1,043
147
$257K 0.17%
+17,634
148
$253K 0.16%
+2,261
149
$251K 0.16%
+1,530
150
$251K 0.16%
+5,786
3 4 5
6
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