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
$456M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$2.88M
3
+$1.32M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.23M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.17M

Top Sells

1
+$4.24M
2
+$4.16M
3
+$941K
4
TSLA icon
Tesla
TSLA
+$883K
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$863K

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
301
$62.5K 0.01%
10,721
-4,959
302
$44.8K 0.01%
10,000
303
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