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
126
$289K 0.23%
+4,879
127
$289K 0.23%
3,481
-165
128
$287K 0.23%
1,304
+86
129
$287K 0.23%
4,588
+670
130
$285K 0.23%
+130
131
$283K 0.23%
1,229
+110
132
$281K 0.22%
2,934
133
$275K 0.22%
3,631
134
$274K 0.22%
2,754
+74
135
$269K 0.21%
14,436
136
$267K 0.21%
2,679
137
$266K 0.21%
1,116
+85
138
$266K 0.21%
10,287
139
$261K 0.21%
5,715
140
$259K 0.21%
4,762
-42
141
$258K 0.21%
5,400
+45
142
$257K 0.21%
2,908
+240
143
$257K 0.21%
3,784
144
$246K 0.2%
10,335
145
$243K 0.19%
4,197
+267
146
$241K 0.19%
+759
147
$240K 0.19%
1,236
+36
148
$237K 0.19%
3,842
-123
149
$234K 0.19%
1,579
+177
150
$233K 0.19%
879
-254
4 5
6
7 8