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
$456M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$2.91M
3
+$1.34M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.24M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.18M

Top Sells

1
+$4.24M
2
+$4.21M
3
+$1.13M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$918K
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$861K

Sector Composition

1 Technology 12.26%
2 Financials 6.27%
3 Consumer Discretionary 4.81%
4 Communication Services 3.37%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$319K 0.07%
1,713
-36
227
$316K 0.07%
15,826
-3,227
228
$316K 0.07%
3,666
229
$309K 0.07%
660
230
$309K 0.07%
872
-6
231
$305K 0.07%
4,768
+457
232
$305K 0.07%
617
+9
233
$298K 0.07%
6,042
+850
234
$297K 0.07%
5,421
-312
235
$294K 0.06%
3,915
-295
236
$294K 0.06%
1,502
+26
237
$291K 0.06%
4,705
-280
238
$290K 0.06%
3,514
+115
239
$290K 0.06%
+3,573
240
$289K 0.06%
777
+3
241
$287K 0.06%
1,429
+10
242
$285K 0.06%
452
-6
243
$284K 0.06%
11,129
+1,560
244
$284K 0.06%
803
+4
245
$283K 0.06%
3,626
-212
246
$282K 0.06%
9,992
+372
247
$275K 0.06%
2,676
248
$275K 0.06%
5,164
-109
249
$274K 0.06%
3,807
+123
250
$273K 0.06%
4,228
+6
8 9
10
11 12