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
276
$236K 0.05%
3,403
277
$227K 0.05%
+7,480
278
$227K 0.05%
11,047
-93
279
$227K 0.05%
211
-23
280
$226K 0.05%
2,473
+115
281
$226K 0.05%
12,187
+1,639
282
$226K 0.05%
9,985
+1,885
283
$224K 0.05%
+3,222
284
$224K 0.05%
9,162
285
$214K 0.05%
+776
286
$212K 0.05%
827
+3
287
$212K 0.05%
1,600
288
$211K 0.05%
2,355
-55
289
$210K 0.05%
+4,831
290
$205K 0.05%
1,215
-4
291
$205K 0.05%
486
-4
292
$205K 0.05%
+675
293
$201K 0.04%
3,418
+5
294
$192K 0.04%
15,135
-2,064
295
$158K 0.03%
16,027
-761
296
$155K 0.03%
20,379
-758
297
$145K 0.03%
11,069
-500
298
$142K 0.03%
11,028
-240
299
$69.5K 0.02%
13,363
-110
300
$68.4K 0.02%
15,264
-24
9 10 11
12
13