IP
Ignite Planners Portfolio holdings
AUM
$574M
This Quarter Return
+4.38%
1 Year Return
+16.2%
3 Year Return
+69.5%
5 Year Return
–
10 Year Return
–
AUM
$410M
AUM Growth
+$410M
(+15%)
Cap. Flow
+$44.1M
Cap. Flow
% of AUM
10.75%
Top 10 Holdings %
Top 10 Hldgs %
28.51%
Holding
308
New
26
Increased
155
Reduced
87
Closed
18
Top Buys
Top Sells
| 1 |
FT Vest US Equity Deep Buffer ETF July
DJUL
|
$3.37M |
| 2 |
FT Vest Growth-100 Buffer ETF June
QJUN
|
$2.72M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$424K |
| 4 |
GE Aerospace
GE
|
$368K |
| 5 |
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% |
