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
$239M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.99M
3
+$5.4M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$5.21M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$4.02M

Top Sells

1
+$675K
2
+$466K
3
+$449K
4
QCOM icon
Qualcomm
QCOM
+$444K
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$430K

Sector Composition

1 Technology 14.27%
2 Financials 7.89%
3 Consumer Discretionary 5.41%
4 Industrials 5.19%
5 Healthcare 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.3M 8.08%
132,293
+36,982
2
$10.1M 4.24%
+662,236
3
$6.84M 2.86%
16,866
+1,950
4
$5.99M 2.51%
+200,334
5
$5.92M 2.48%
23,862
+2,659
6
$5.46M 2.28%
84,976
+81,134
7
$4.07M 1.7%
10,887
+2,635
8
$4.02M 1.68%
+61,599
9
$3.76M 1.57%
+68,382
10
$3.47M 1.45%
9,302
+8,221
11
$3.46M 1.45%
+16,387
12
$3.22M 1.35%
+101,360
13
$3.08M 1.29%
17,306
+13,137
14
$2.95M 1.24%
+40,533
15
$2.94M 1.23%
25,887
+14,824
16
$2.82M 1.18%
27,537
+15,392
17
$2.69M 1.12%
+167,754
18
$2.49M 1.04%
9,425
+782
19
$2.36M 0.99%
49,697
+30,761
20
$2.23M 0.93%
195,060
+17
21
$2.14M 0.9%
+31,855
22
$2.13M 0.89%
28,404
-3,722
23
$2.1M 0.88%
+57,262
24
$2.07M 0.87%
34,209
-6,471
25
$2.01M 0.84%
6,327
+2,104
1
2 3 4 5