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
$653M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Sells

1 +$3.1M
2 +$1.79M
3 +$1.22M
4
WMB icon
Williams Companies
WMB
+$959K
5
C icon
Citigroup
C
+$933K

Sector Composition

1 Technology 13.03%
2 Financials 6.54%
3 Consumer Discretionary 4.18%
4 Communication Services 3.94%
5 Industrials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PSLV icon
226
Sprott Physical Silver Trust
PSLV
$17.4B
$572K 0.09%
+21,650
MET icon
227
MetLife
MET
$47.8B
$572K 0.09%
7,246
+688
AMP icon
228
Ameriprise Financial
AMP
$42.8B
$571K 0.09%
1,083
+74
RNST icon
229
Renasant Corp
RNST
$3.66B
$565K 0.09%
14,972
-225
SNOW icon
230
Snowflake
SNOW
$57.6B
$557K 0.09%
2,891
-133
UL icon
231
Unilever
UL
$151B
$556K 0.09%
8,130
-705
JDOC icon
232
JPMorgan Healthcare Leaders ETF
JDOC
$8.76M
$553K 0.08%
9,460
+5,465
AFLG icon
233
First Trust Active Factor Large Cap ETF
AFLG
$483M
$553K 0.08%
+13,782
ICL icon
234
ICL Group
ICL
$6.32B
$552K 0.08%
101,470
-22,844
DBA icon
235
Invesco DB Agriculture Fund
DBA
$748M
$550K 0.08%
21,439
-6,774
ORCL icon
236
Oracle
ORCL
$438B
$550K 0.08%
3,339
-616
XOCT icon
237
FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
$75.9M
$548K 0.08%
14,444
FEBM
238
FT Vest U.S. Equity Max Buffer ETF - February
FEBM
$42.9M
$542K 0.08%
17,735
IP icon
239
International Paper
IP
$22.5B
$540K 0.08%
13,385
+368
RTX icon
240
RTX Corp
RTX
$280B
$538K 0.08%
2,676
+196
CAG icon
241
Conagra Brands
CAG
$9.02B
$537K 0.08%
28,990
-954
INCO icon
242
Columbia India Consumer ETF
INCO
$249M
$534K 0.08%
8,710
+5,520
VCSH icon
243
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.7B
$527K 0.08%
6,588
+492
VONG icon
244
Vanguard Russell 1000 Growth ETF
VONG
$36.8B
$525K 0.08%
4,374
-129
LMT icon
245
Lockheed Martin
LMT
$153B
$522K 0.08%
823
+26
TMUS icon
246
T-Mobile US
TMUS
$242B
$518K 0.08%
2,626
+145
PH icon
247
Parker-Hannifin
PH
$125B
$518K 0.08%
553
+43
VGSH icon
248
Vanguard Short-Term Treasury ETF
VGSH
$27B
$517K 0.08%
8,790
+712
AMAT icon
249
Applied Materials
AMAT
$284B
$516K 0.08%
1,601
-425
KHC icon
250
Kraft Heinz
KHC
$28.5B
$513K 0.08%
21,629
+374