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
$410M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$6.1M
3
+$4.23M
4
QMAR icon
FT Vest Growth-100 Buffer ETF March
QMAR
+$2.89M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.46M

Top Sells

1
+$3.37M
2
+$2.72M
3
+$424K
4
GE icon
GE Aerospace
GE
+$368K
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$338K

Sector Composition

1 Technology 13.25%
2 Financials 6.05%
3 Consumer Discretionary 4.41%
4 Communication Services 3.54%
5 Consumer Staples 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$280K 0.07%
13,542
-139
227
$279K 0.07%
1,779
-33
228
$278K 0.07%
5,242
+20
229
$275K 0.07%
1,409
+29
230
$274K 0.07%
1,540
+24
231
$272K 0.07%
751
+162
232
$272K 0.07%
6,670
233
$271K 0.07%
1,265
+19
234
$270K 0.07%
5,251
235
$265K 0.06%
1,335
+45
236
$255K 0.06%
+2,271
237
$254K 0.06%
+3,146
238
$253K 0.06%
+4,399
239
$252K 0.06%
1,820
+2
240
$249K 0.06%
+11,648
241
$248K 0.06%
830
+15
242
$248K 0.06%
4,217
-836
243
$245K 0.06%
8,119
+129
244
$245K 0.06%
19,599
-2,600
245
$242K 0.06%
1,508
-21
246
$242K 0.06%
+3,121
247
$241K 0.06%
+3,397
248
$240K 0.06%
2,451
-82
249
$240K 0.06%
2,868
-1,251
250
$239K 0.06%
2,454
8 9
10
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