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
$511M
AUM Growth
+$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.03M
3
+$4.73M
4
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$3.31M
5
QCOM icon
Qualcomm
QCOM
+$2.83M

Top Sells

1
+$4.99M
2
+$2.49M
3
+$1.56M
4
FMAY icon
FT Vest US Equity Buffer ETF May
FMAY
+$1.38M
5
DJUL icon
FT Vest US Equity Deep Buffer ETF July
DJUL
+$1.03M

Sector Composition

1 Technology 12.69%
2 Financials 7.38%
3 Consumer Discretionary 4.17%
4 Communication Services 3.43%
5 Consumer Staples 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$230K 0.05%
12,349
-3,477
302
$228K 0.04%
+2,824
303
$227K 0.04%
2,439
-34
304
$223K 0.04%
5,353
+522
305
$221K 0.04%
+11,130
306
$219K 0.04%
730
+55
307
$217K 0.04%
1,172
+45
308
$216K 0.04%
3,805
+745
309
$215K 0.04%
+4,569
310
$214K 0.04%
2,441
+273
311
$214K 0.04%
2,326
312
$214K 0.04%
1,278
+63
313
$213K 0.04%
3,237
+15
314
$210K 0.04%
9,162
315
$209K 0.04%
335
-117
316
$208K 0.04%
2,466
+111
317
$206K 0.04%
8,057
-2,077
318
$202K 0.04%
828
+52
319
$158K 0.03%
13,935
-1,200
320
$140K 0.03%
+11,202
321
$138K 0.03%
+12,941
322
$137K 0.03%
10,349
-679
323
$136K 0.03%
13,323
-2,704
324
$101K 0.02%
15,829
-4,550
325
$74.2K 0.01%
+13,903
10 11 12
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