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
$648M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$2.53M
3
+$1.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.24M
5
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$1.1M

Top Sells

1
+$2.36M
2
+$800K
3
+$775K
4
BABA icon
Alibaba
BABA
+$676K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$539K

Sector Composition

1 Technology 12.28%
2 Financials 6.69%
3 Consumer Discretionary 3.63%
4 Communication Services 3.48%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CDNS icon
326
Cadence Design Systems
CDNS
$115B
$286K 0.04%
1,032
+91
EMR icon
327
Emerson Electric
EMR
$79.6B
$285K 0.04%
2,174
+177
AVEM icon
328
Avantis Emerging Markets Equity ETF
AVEM
$26.7B
$284K 0.04%
+3,402
PECO icon
329
Phillips Edison & Co
PECO
$4.95B
$282K 0.04%
7,538
-333
COMT icon
330
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.19B
$281K 0.04%
+8,308
COF icon
331
Capital One
COF
$114B
$280K 0.04%
1,538
+6
HON icon
332
Honeywell
HON
$149B
$279K 0.04%
1,236
FJUL icon
333
FT Vest US Equity Buffer ETF July
FJUL
$1.17B
$279K 0.04%
5,093
-40
IBB icon
334
iShares Biotechnology ETF
IBB
$7.65B
$278K 0.04%
1,644
FTHI icon
335
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.26B
$277K 0.04%
+12,050
IGSB icon
336
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.9B
$276K 0.04%
5,251
ADI icon
337
Analog Devices
ADI
$206B
$274K 0.04%
862
+85
RPV icon
338
Invesco S&P 500 Pure Value ETF
RPV
$1.83B
$271K 0.04%
2,526
-43
EFRA icon
339
iShares Environmental Infrastructure and Industrials ETF
EFRA
$5.55M
$265K 0.04%
7,721
+196
BSX icon
340
Boston Scientific
BSX
$70.9B
$265K 0.04%
4,227
+249
MCO icon
341
Moody's
MCO
$79.2B
$263K 0.04%
604
+68
VUG icon
342
Vanguard Growth ETF
VUG
$232B
$263K 0.04%
3,618
+300
BP icon
343
BP
BP
$112B
$263K 0.04%
5,603
+41
ANET icon
344
Arista Networks
ANET
$221B
$262K 0.04%
2,131
+441
HELO icon
345
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.15B
$260K 0.04%
4,071
-857
QYLD icon
346
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.43B
$259K 0.04%
15,092
+25
ITOT icon
347
iShares Core S&P Total US Stock Market ETF
ITOT
$93.9B
$258K 0.04%
1,813
-47
WM icon
348
Waste Management
WM
$85.1B
$257K 0.04%
1,118
+2
VXUS icon
349
Vanguard Total International Stock ETF
VXUS
$152B
$255K 0.04%
3,306
PHM icon
350
Pultegroup
PHM
$22.4B
$253K 0.04%
2,150
+221
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