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
251
$272K 0.06%
1,287
+6
252
$271K 0.06%
5,251
253
$271K 0.06%
2,570
-15
254
$268K 0.06%
982
255
$267K 0.06%
419
256
$265K 0.06%
567
-27
257
$259K 0.06%
1,519
+9
258
$257K 0.06%
2,222
+466
259
$256K 0.06%
3,976
-154
260
$255K 0.06%
+3,579
261
$253K 0.06%
1,329
-6
262
$253K 0.06%
2,823
-65
263
$252K 0.06%
6,120
-550
264
$251K 0.06%
137
+1
265
$250K 0.05%
1,127
+2
266
$250K 0.05%
+2,168
267
$247K 0.05%
2,223
-13
268
$245K 0.05%
10,134
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269
$242K 0.05%
2,286
+2
270
$242K 0.05%
2,206
+50
271
$241K 0.05%
+10,365
272
$241K 0.05%
2,021
+57
273
$240K 0.05%
2,326
274
$239K 0.05%
6,102
-200
275
$236K 0.05%
1,042
-709
9 10
11
12 13