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
151
$250K 0.16%
+3,514
152
$249K 0.16%
+1,623
153
$243K 0.16%
+4,288
154
$241K 0.16%
+1,384
155
$241K 0.16%
+3,684
156
$240K 0.16%
+565
157
$240K 0.16%
+1,133
158
$230K 0.15%
+1,813
159
$225K 0.15%
+460
160
$224K 0.15%
+1,445
161
$222K 0.14%
+1,579
162
$219K 0.14%
+9,626
163
$215K 0.14%
+9,232
164
$214K 0.14%
+6,072
165
$213K 0.14%
+835
166
$210K 0.14%
+3,546
167
$209K 0.14%
+558
168
$206K 0.13%
+348
169
$204K 0.13%
+1,108
170
$112K 0.07%
+11,101
171
$106K 0.07%
+29,407
172
$45K 0.03%
+7
173
$2K ﹤0.01%
+667
3 4 5 6
7