IP

Ignite Planners Portfolio holdings

AUM $653M
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$6.28M
2
+$5.97M
3
+$4.06M
4
QMAR icon
FT Vest Growth-100 Buffer ETF March
QMAR
+$2.72M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.2M

Top Sells

1
+$3.29M
2
+$2.6M
3
+$424K
4
GE icon
GE Aerospace
GE
+$366K
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
301
– –
-3,868
302
– –
-1,183
303
– –
-5,995
304
– –
-583
305
– –
-4,245
306
– –
-3,396
307
– –
-3,106
308
– –
-9,780
9 10 11 12
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