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
DBMF icon
276
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.93B
$400K 0.06%
13,262
+677
IYW icon
277
iShares US Technology ETF
IYW
$25.9B
$399K 0.06%
2,202
-9
CPNG icon
278
Coupang
CPNG
$30B
$395K 0.06%
21,037
-208
NLR icon
279
VanEck Uranium + Nuclear Energy ETF
NLR
$5.06B
$395K 0.06%
2,965
+460
WFC icon
280
Wells Fargo
WFC
$243B
$395K 0.06%
4,937
-41
YDEC icon
281
FT Vest International Equity Moderate Buffer ETF December
YDEC
$159M
$393K 0.06%
14,950
-1,020
RDVI icon
282
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.19B
$390K 0.06%
15,275
+45
NOBL icon
283
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.1B
$389K 0.06%
7,334
+34
HSY icon
284
Hershey
HSY
$37.3B
$382K 0.06%
1,836
+286
RLY icon
285
State Street Multi-Asset Real Return ETF
RLY
$1.22B
$380K 0.06%
10,503
+491
KMI icon
286
Kinder Morgan
KMI
$69.9B
$379K 0.06%
11,263
+571
LVHI icon
287
Franklin International Low Volatility High Dividend Index ETF
LVHI
$4.94B
$378K 0.06%
9,332
-2,192
VDC icon
288
Vanguard Consumer Staples ETF
VDC
$7.75B
$377K 0.06%
1,677
+1
PEG icon
289
Public Service Enterprise Group
PEG
$39B
$371K 0.06%
4,578
+144
BNY
290
Bank of New York Mellon
BNY
$97B
$370K 0.06%
3,108
+174
FDN icon
291
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.5B
$369K 0.06%
1,577
UNH icon
292
UnitedHealth
UNH
$343B
$365K 0.06%
1,347
+98
MAR icon
293
Marriott International
MAR
$98.6B
$363K 0.06%
1,109
+93
IYH icon
294
iShares US Healthcare ETF
IYH
$3B
$357K 0.06%
5,793
+4
VRT icon
295
Vertiv
VRT
$128B
$353K 0.05%
1,409
+154
FSK icon
296
FS KKR Capital
FSK
$3.05B
$353K 0.05%
34,656
-33
CPER icon
297
United States Copper Index Fund
CPER
$786M
$349K 0.05%
10,143
+523
SBUX icon
298
Starbucks
SBUX
$109B
$349K 0.05%
3,896
+2
CMI icon
299
Cummins
CMI
$92.8B
$342K 0.05%
632
+26
AZO icon
300
AutoZone
AZO
$49.6B
$341K 0.05%
101
10 11
12
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