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
276
$207K 0.05%
+2,261
277
$207K 0.05%
+982
278
$206K 0.05%
2,948
+80
279
$202K 0.05%
1,610
280
$189K 0.05%
25,598
-4,790
281
$182K 0.04%
14,885
-1,332
282
$168K 0.04%
12,669
-3,319
283
$155K 0.04%
12,426
+710
284
$152K 0.04%
14,286
285
$133K 0.03%
13,055
-286
286
$101K 0.02%
10,102
287
$95.2K 0.02%
16,309
-91
288
$82.1K 0.02%
15,291
+829
289
$81.7K 0.02%
17,277
+1,863
290
$39K 0.01%
10,000
291
– –
-3,917
292
– –
-5,691
293
– –
-3,868
294
– –
-1,183
295
– –
-5,995
296
– –
-583
297
– –
-4,245
298
– –
-25,313
299
– –
-927
300
– –
-1,020
9 10 11
12
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