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
VTV icon
351
Vanguard Value ETF
VTV
$179B
$251K 0.04%
1,280
-21
UBER icon
352
Uber
UBER
$146B
$249K 0.04%
3,462
-357
DHR icon
353
Danaher
DHR
$125B
$248K 0.04%
1,305
+29
FITB
354
Fifth Third Bancorp
FITB
$45.6B
$246K 0.04%
5,273
+458
GSEP icon
355
FT Vest US Equity Moderate Buffer ETF September
GSEP
$330M
$246K 0.04%
6,452
-1,000
AMP icon
356
Ameriprise Financial
AMP
$40B
$241K 0.04%
542
-541
IWR icon
357
iShares Russell Mid-Cap ETF
IWR
$55.2B
$240K 0.04%
2,468
+1
YMAR icon
358
FT Vest International Equity Moderate Buffer ETF March
YMAR
$148M
$239K 0.04%
8,755
+400
VNQ icon
359
Vanguard Real Estate ETF
VNQ
$36.3B
$235K 0.04%
2,654
-20
DXYZ
360
Destiny Tech100
DXYZ
$1.44B
$234K 0.04%
+8,748
CSX icon
361
CSX Corp
CSX
$85.7B
$233K 0.04%
+5,636
GPIX icon
362
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.21B
$231K 0.04%
4,618
HAL icon
363
Halliburton
HAL
$33.5B
$227K 0.04%
+5,826
SHLD icon
364
Global X Defense Tech ETF
SHLD
$7.66B
$226K 0.03%
3,190
SYK icon
365
Stryker
SYK
$112B
$225K 0.03%
684
+66
IBBQ icon
366
Invesco NASDAQ Biotechnology ETF
IBBQ
$64.2M
$223K 0.03%
7,702
+139
TXN icon
367
Texas Instruments
TXN
$280B
$222K 0.03%
1,146
SCHW icon
368
Charles Schwab
SCHW
$152B
$218K 0.03%
2,319
+43
JGLO icon
369
JPMorgan Global Select Equity ETF
JGLO
$7.17B
$216K 0.03%
3,302
+54
FERG icon
370
Ferguson
FERG
$44.1B
$215K 0.03%
917
+64
ICLN icon
371
iShares Global Clean Energy ETF
ICLN
$3.24B
$213K 0.03%
11,666
-55
LH icon
372
Labcorp
LH
$21.1B
$213K 0.03%
+799
AJG icon
373
Arthur J. Gallagher & Co
AJG
$52.9B
$213K 0.03%
978
+60
ASHR icon
374
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$2.03B
$212K 0.03%
6,482
+354
AMLP icon
375
Alerian MLP ETF
AMLP
$12.4B
$212K 0.03%
+4,018
13 14
15
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