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
$260M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$3.35M
3
+$1.13M
4
GLD icon
SPDR Gold Trust
GLD
+$468K
5
ETY icon
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
+$446K

Top Sells

1
+$4.09M
2
+$1.67M
3
+$1.26M
4
DSEP icon
FT Vest US Equity Deep Buffer ETF September
DSEP
+$1.14M
5
FMAY icon
FT Vest US Equity Buffer ETF May
FMAY
+$684K

Sector Composition

1 Technology 17.63%
2 Financials 6.59%
3 Consumer Discretionary 6.24%
4 Industrials 4.87%
5 Healthcare 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$228K 0.09%
+587
227
$224K 0.09%
11,327
-1,388
228
$224K 0.09%
+1,215
229
$223K 0.09%
1,282
+75
230
$221K 0.08%
5,330
-287
231
$218K 0.08%
959
-301
232
$216K 0.08%
2,405
-52
233
$213K 0.08%
4,053
+40
234
$213K 0.08%
3,250
-25,482
235
$211K 0.08%
1,883
236
$210K 0.08%
+1,552
237
$209K 0.08%
2,327
-269
238
$209K 0.08%
+1,686
239
$207K 0.08%
869
+1
240
$207K 0.08%
2,653
-119
241
$207K 0.08%
2,387
-605
242
$207K 0.08%
+1,376
243
$204K 0.08%
2,047
+18
244
$202K 0.08%
+3,402
245
$202K 0.08%
+3,015
246
$201K 0.08%
+3,747
247
$201K 0.08%
+5,350
248
$199K 0.08%
11,788
-900
249
$179K 0.07%
16,726
+1,307
250
$144K 0.06%
10,412
-61
7 8 9
10
11