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
$610M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Sells

1 +$1.12M
2 +$641K
3 +$574K
4
SNPS icon
Synopsys
SNPS
+$411K
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$349K

Sector Composition

1 Technology 14.17%
2 Financials 7.04%
3 Consumer Discretionary 4.43%
4 Communication Services 3.79%
5 Consumer Staples 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMP icon
226
Ameriprise Financial
AMP
$44.3B
$496K 0.08%
1,009
+28
MRK icon
227
Merck
MRK
$212B
$493K 0.08%
5,868
+134
AEP icon
228
American Electric Power
AEP
$62.9B
$487K 0.08%
4,332
+253
VCSH icon
229
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$487K 0.08%
6,096
-482
NOC icon
230
Northrop Grumman
NOC
$85.1B
$484K 0.08%
795
+2
VGSH icon
231
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$475K 0.08%
8,078
-199
BIV icon
232
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
$468K 0.08%
5,992
VDC icon
233
Vanguard Consumer Staples ETF
VDC
$7.46B
$457K 0.07%
2,141
-67
BSV icon
234
Vanguard Short-Term Bond ETF
BSV
$39B
$457K 0.07%
5,797
-152
QMAR icon
235
FT Vest Growth-100 Buffer ETF March
QMAR
$455M
$456K 0.07%
14,175
-100
WPC icon
236
W.P. Carey
WPC
$15B
$447K 0.07%
6,610
+15
CTAS icon
237
Cintas
CTAS
$75.6B
$443K 0.07%
2,156
+114
FDN icon
238
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.57B
$441K 0.07%
1,577
-3
CPER icon
239
United States Copper Index Fund
CPER
$245M
$440K 0.07%
14,669
+783
IYW icon
240
iShares US Technology ETF
IYW
$22.1B
$439K 0.07%
2,240
-1
AZO icon
241
AutoZone
AZO
$67.2B
$433K 0.07%
101
CADE icon
242
Cadence Bank
CADE
$6.81B
$432K 0.07%
11,516
+248
USO icon
243
United States Oil Fund
USO
$845M
$432K 0.07%
5,852
SBUX icon
244
Starbucks
SBUX
$97B
$423K 0.07%
4,997
-683
RCL icon
245
Royal Caribbean
RCL
$81.6B
$421K 0.07%
1,302
-312
TQQQ icon
246
ProShares UltraPro QQQ
TQQQ
$28.1B
$417K 0.07%
4,030
-75
RTX icon
247
RTX Corp
RTX
$211B
$415K 0.07%
2,480
+148
AMAT icon
248
Applied Materials
AMAT
$179B
$415K 0.07%
2,026
+106
IBIT icon
249
iShares Bitcoin Trust
IBIT
$81.5B
$413K 0.07%
6,354
+1,395
LOW icon
250
Lowe's Companies
LOW
$137B
$407K 0.07%
1,620
+6