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
251
$237K 0.06%
12,252
+46
252
$237K 0.06%
4,017
+632
253
$236K 0.06%
1,638
-100
254
$236K 0.06%
2,573
-202
255
$236K 0.06%
6,302
256
$235K 0.06%
3,058
-1,288
257
$233K 0.06%
+2,025
258
$230K 0.06%
+726
259
$230K 0.06%
1,965
+30
260
$230K 0.06%
+3,942
261
$229K 0.06%
1,466
+53
262
$226K 0.06%
+136
263
$221K 0.05%
1,202
+22
264
$221K 0.05%
2,682
-4
265
$218K 0.05%
824
+21
266
$218K 0.05%
16,943
-10,115
267
$218K 0.05%
4,164
+138
268
$215K 0.05%
+4,719
269
$215K 0.05%
+3,392
270
$212K 0.05%
9,162
271
$212K 0.05%
+419
272
$212K 0.05%
+2,175
273
$211K 0.05%
7,471
-1,676
274
$210K 0.05%
2,130
+55
275
$209K 0.05%
+4,588
9 10
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