IP

Ignite Planners Portfolio holdings

AUM $653M
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$1.31M
2
+$924K
3
+$694K
4
QCOM icon
Qualcomm
QCOM
+$663K
5
FAB icon
First Trust Multi Cap Value AlphaDEX Fund
FAB
+$616K

Top Sells

1
+$585K
2
+$500K
3
+$450K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$425K
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$398K

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
176
– –
-2,097
177
– –
-2,017
178
– –
-4,363
4 5 6 7
8