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

Top Buys

1
+$1.39M
2
+$657K
3
+$557K
4
FSEP icon
FT Vest US Equity Buffer ETF September
FSEP
+$542K
5
SAUG icon
FT Vest US Small Cap Moderate Buffer ETF August
SAUG
+$491K

Top Sells

1
+$1.1M
2
+$574K
3
+$568K
4
SNPS icon
Synopsys
SNPS
+$411K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$346K

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
276
$340K 0.06%
5,785
-175
277
$336K 0.06%
2,937
+92
278
$335K 0.05%
4,588
-853
279
$335K 0.05%
9,628
-433
280
$334K 0.05%
2,290
+93
281
$333K 0.05%
2,813
-219
282
$333K 0.05%
2,304
+174
283
$316K 0.05%
12,219
+2,050
284
$314K 0.05%
1,686
-7
285
$311K 0.05%
13,342
+250
286
$310K 0.05%
3,166
+129
287
$306K 0.05%
1,519
+79
288
$305K 0.05%
3,898
+395
289
$305K 0.05%
+1,434
290
$303K 0.05%
9,018
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291
$302K 0.05%
+2,494
292
$301K 0.05%
1,220
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293
$294K 0.05%
8,565
-503
294
$293K 0.05%
3,945
+34
295
$290K 0.05%
3,149
-78
296
$286K 0.05%
10,090
+50
297
$285K 0.05%
1,816
+128
298
$283K 0.05%
2,473
-112
299
$283K 0.05%
4,629
-192
300
$283K 0.05%
805
+53
10 11
12
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