IP

Ignite Planners Portfolio holdings

AUM $648M
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$648M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$2.53M
3
+$1.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.24M
5
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$1.1M

Top Sells

1
+$2.36M
2
+$800K
3
+$775K
4
BABA icon
Alibaba
BABA
+$676K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$539K

Sector Composition

1 Technology 12.28%
2 Financials 6.69%
3 Consumer Discretionary 3.63%
4 Communication Services 3.48%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAH icon
251
Cardinal Health
CAH
$45.6B
$495K 0.08%
2,343
+218
INCO icon
252
Columbia India Consumer ETF
INCO
$219M
$493K 0.08%
8,959
+249
ORCL icon
253
Oracle
ORCL
$703B
$489K 0.08%
3,327
-12
TJX icon
254
TJX Companies
TJX
$170B
$484K 0.07%
3,035
+294
KHC icon
255
Kraft Heinz
KHC
$27.7B
$478K 0.07%
21,318
-311
IP icon
256
International Paper
IP
$17.9B
$475K 0.07%
13,356
-29
IBIT icon
257
iShares Bitcoin Trust
IBIT
$53.3B
$467K 0.07%
12,147
-379
RSG icon
258
Republic Services
RSG
$62B
$463K 0.07%
2,114
+196
DE icon
259
Deere & Co
DE
$156B
$462K 0.07%
819
+35
PNC icon
260
PNC Financial Services
PNC
$88.7B
$455K 0.07%
2,181
+194
CTAS icon
261
Cintas
CTAS
$69.3B
$450K 0.07%
2,658
+216
UL icon
262
Unilever
UL
$120B
$449K 0.07%
7,907
-223
CAG icon
263
Conagra Brands
CAG
$6.15B
$445K 0.07%
28,414
-576
BSV icon
264
Vanguard Short-Term Bond ETF
BSV
$44.4B
$445K 0.07%
5,672
QTUM icon
265
Defiance Quantum ETF
QTUM
$6B
$441K 0.07%
4,113
+1
DJAN icon
266
FT Vest US Equity Deep Buffer ETF January
DJAN
$478M
$441K 0.07%
10,369
+640
VGSH icon
267
Vanguard Short-Term Treasury ETF
VGSH
$29B
$439K 0.07%
8,877
+87
WPC icon
268
W.P. Carey
WPC
$16.4B
$439K 0.07%
6,447
-183
FTS icon
269
Fortis
FTS
$27.9B
$435K 0.07%
7,832
-175
BBIN icon
270
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.51B
$434K 0.07%
5,941
-10,580
SNOW icon
271
Snowflake
SNOW
$90.5B
$430K 0.07%
2,861
-30
HBAN icon
272
Huntington Bancshares
HBAN
$32.9B
$430K 0.07%
+27,455
ABT icon
273
Abbott
ABT
$151B
$408K 0.06%
3,964
+136
TDIV icon
274
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.88B
$405K 0.06%
+4,096
APH icon
275
Amphenol
APH
$183B
$401K 0.06%
3,177
+177
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