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Ignite Planners Portfolio holdings

AUM $648M
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
-0.83%
1 Year Est. Return
+19.43%
3 Year Est. Return
+65.29%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$648M
AUM Growth
-$5.92M
Cap. Flow
+$19.2M
Cap. Flow %
2.97%
Top 10 Hldgs %
23.45%
Holding
422
New
17
Increased
211
Reduced
131
Closed
29

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.63M
2
BND icon
Vanguard Total Bond Market
BND
+$2.53M
3
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$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

Rank Stock Value
1
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$2.36M
2
BBIN icon
JPMorgan BetaBuilders International Equity ETF
BBIN
+$800K
3
BIDU icon
Baidu
BIDU
+$775K
4
BABA icon
Alibaba
BABA
+$676K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$539K

Sector Composition

Rank Sector Weight
1 Technology 12.28%
2 Financials 6.65%
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
$91B
$286K 0.04%
1,032
+91
+10% +$27.1K
EMR icon
327
Emerson Electric
EMR
$78.2B
$285K 0.04%
2,174
+177
+9% +$25.5K
AVEM icon
328
Avantis Emerging Markets Equity ETF
AVEM
$24.6B
$284K 0.04%
+3,402
New +$283K
PECO icon
329
Phillips Edison & Co
PECO
$5.54B
$282K 0.04%
7,538
-333
-4% -$12.4K
COMT icon
330
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.17B
$281K 0.04%
+8,308
New +$238K
COF icon
331
Capital One
COF
$128B
$280K 0.04%
1,538
+6
+0.4% +$1.25K
HON icon
332
Honeywell
HON
$71.3B
$279K 0.04%
1,236
– –
FJUL icon
333
FT Vest US Equity Buffer ETF July
FJUL
$1.19B
$279K 0.04%
5,093
-40
-0.8% -$2.24K
IBB icon
334
iShares Biotechnology ETF
IBB
$9.23B
$278K 0.04%
1,644
– –
FTHI icon
335
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.36B
$277K 0.04%
+12,050
New +$284K
IGSB icon
336
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$276K 0.04%
5,251
– –
ADI icon
337
Analog Devices
ADI
$183B
$274K 0.04%
862
+85
+11% +$27K
RPV icon
338
Invesco S&P 500 Pure Value ETF
RPV
$1.58B
$271K 0.04%
2,526
-43
-2% -$4.67K
EFRA icon
339
iShares Environmental Infrastructure and Industrials ETF
EFRA
$5.68M
$265K 0.04%
7,721
+196
+3% +$6.92K
BSX icon
340
Boston Scientific
BSX
$65.4B
$265K 0.04%
4,227
+249
+6% +$19.9K
MCO icon
341
Moody's
MCO
$89.2B
$263K 0.04%
604
+68
+13% +$32.2K
VUG icon
342
Vanguard Growth ETF
VUG
$221B
$263K 0.04%
3,618
+300
+9% +$23.3K
BP icon
343
BP
BP
$108B
$263K 0.04%
5,603
+41
+0.7% +$1.61K
ANET icon
344
Arista Networks
ANET
$212B
$262K 0.04%
2,131
+441
+26% +$59K
HELO icon
345
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.95B
$260K 0.04%
4,071
-857
-17% -$56.8K
QYLD icon
346
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.08B
$259K 0.04%
15,092
+25
+0.2% +$440
ITOT icon
347
iShares Core S&P Total US Stock Market ETF
ITOT
$93.7B
$258K 0.04%
1,813
-47
-3% -$6.99K
WM icon
348
Waste Management
WM
$96.1B
$257K 0.04%
1,118
+2
+0.2% +$460
VXUS icon
349
Vanguard Total International Stock ETF
VXUS
$153B
$255K 0.04%
3,306
– –
PHM icon
350
Pultegroup
PHM
$24B
$253K 0.04%
2,150
+221
+11% +$28.3K
12 13
14
15 16

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PCM
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RK
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CAAM
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ACA
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TWP
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GAMA
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Ignite Planners's Q1 2026 Portfolio in Review

As of Q1 2026, Ignite Planners held 422 positions worth $648M, down 0.91% from $654M the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Ignite Planners's Q1 2026 filing shows 17 new, 211 increased, 131 reduced and 29 closed positions. Its largest new stake was Huntington Bancshares: 27,455 shares worth $430K. The largest sale was First Trust Cloud Computing ETF, an estimated $2.36M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 13% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Ignite Planners's largest Q1 2026 buy was Huntington Bancshares: 27,455 shares worth $430K.
  • Ignite Planners added most to Vanguard Total Stock Market ETF in Q1 2026, an estimated $6.63M increase.
  • Ignite Planners's biggest Q1 2026 reduction was First Trust Cloud Computing ETF, cutting an estimated $2.36M.
  • Ignite Planners fully exited Baidu in Q1 2026, selling an estimated $775K.
  • Ignite Planners's ten largest holdings make up 23% of its $648M portfolio in Q1 2026.
  • Ignite Planners opened 17 new positions and closed 29 in Q1 2026.
  • Ignite Planners's portfolio value fell 0.91% quarter-over-quarter to $648M.

Based on Ignite Planners's 13F filing for Q1 2026, filed 17 Apr 2026.