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
$610M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$676K
3
+$574K
4
FSEP icon
FT Vest US Equity Buffer ETF September
FSEP
+$555K
5
SAUG icon
FT Vest US Small Cap Moderate Buffer ETF August
SAUG
+$507K

Top Sells

1
+$1.12M
2
+$641K
3
+$574K
4
SNPS icon
Synopsys
SNPS
+$411K
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$349K

Sector Composition

1 Technology 14.17%
2 Financials 7.04%
3 Consumer Discretionary 4.43%
4 Communication Services 3.79%
5 Consumer Staples 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYH icon
276
iShares US Healthcare ETF
IYH
$2.9B
$340K 0.06%
5,785
-175
PLD icon
277
Prologis
PLD
$115B
$336K 0.06%
2,937
+92
OKE icon
278
Oneok
OKE
$42.9B
$335K 0.05%
4,588
-853
LVHI icon
279
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.24B
$335K 0.05%
9,628
-433
ANET icon
280
Arista Networks
ANET
$180B
$334K 0.05%
2,290
+93
ESGV icon
281
Vanguard ESG US Stock ETF
ESGV
$11.5B
$333K 0.05%
2,813
-219
TJX icon
282
TJX Companies
TJX
$160B
$333K 0.05%
2,304
+174
RDVI icon
283
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$2.31B
$316K 0.05%
12,219
+2,050
VTV icon
284
Vanguard Value ETF
VTV
$147B
$314K 0.05%
1,686
-7
SCHF icon
285
Schwab International Equity ETF
SCHF
$52.4B
$311K 0.05%
13,342
+250
UBER icon
286
Uber
UBER
$192B
$310K 0.05%
3,166
+129
MMC icon
287
Marsh & McLennan
MMC
$92.9B
$306K 0.05%
1,519
+79
SPLG icon
288
SPDR Portfolio S&P 500 ETF
SPLG
$88.3B
$305K 0.05%
3,898
+395
COF icon
289
Capital One
COF
$135B
$305K 0.05%
+1,434
INTC icon
290
Intel
INTC
$176B
$303K 0.05%
9,018
-523
SPMO icon
291
Invesco S&P 500 Momentum ETF
SPMO
$16.7B
$302K 0.05%
+2,494
ACN icon
292
Accenture
ACN
$148B
$301K 0.05%
1,220
+60
EUFN icon
293
iShares MSCI Europe Financials ETF
EUFN
$4.36B
$294K 0.05%
8,565
-503
BND icon
294
Vanguard Total Bond Market
BND
$138B
$293K 0.05%
3,945
+34
JTEK icon
295
JPMorgan US Tech Leaders ETF
JTEK
$2.63B
$290K 0.05%
3,149
-78
KMI icon
296
Kinder Morgan
KMI
$60.8B
$286K 0.05%
10,090
+50
CAH icon
297
Cardinal Health
CAH
$37.2B
$285K 0.05%
1,816
+128
DIS icon
298
Walt Disney
DIS
$199B
$283K 0.05%
2,473
-112
IGF icon
299
iShares Global Infrastructure ETF
IGF
$8.36B
$283K 0.05%
4,629
-192
CDNS icon
300
Cadence Design Systems
CDNS
$88.9B
$283K 0.05%
805
+53
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