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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

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

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

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
VTV icon
351
Vanguard Value ETF
VTV
$186B
$251K 0.04%
1,280
-21
-2% -$4.21K
UBER icon
352
Uber
UBER
$151B
$249K 0.04%
3,462
-357
-9% -$27.5K
DHR icon
353
Danaher
DHR
$145B
$248K 0.04%
1,305
+29
+2% +$6.18K
FITB
354
Fifth Third Bancorp
FITB
$53.8B
$246K 0.04%
5,273
+458
+10% +$22.6K
GSEP icon
355
FT Vest US Equity Moderate Buffer ETF September
GSEP
$351M
$246K 0.04%
6,452
-1,000
-13% -$38.8K
AMP icon
356
Ameriprise Financial
AMP
$47.9B
$241K 0.04%
542
-541
-50% -$261K
IWR icon
357
iShares Russell Mid-Cap ETF
IWR
$56.6B
$240K 0.04%
2,468
+1
+0% +$100
YMAR icon
358
FT Vest International Equity Moderate Buffer ETF March
YMAR
$159M
$239K 0.04%
8,755
+400
+5% +$11K
VNQ icon
359
Vanguard Real Estate ETF
VNQ
$39.6B
$235K 0.04%
2,654
-20
-0.7% -$1.83K
DXYZ
360
Destiny Tech100
DXYZ
$827M
$234K 0.04%
+8,748
New +$252K
CSX icon
361
CSX Corp
CSX
$94.6B
$233K 0.04%
+5,636
New +$221K
GPIX icon
362
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.71B
$231K 0.04%
4,618
– –
HAL icon
363
Halliburton
HAL
$29.3B
$227K 0.04%
+5,826
New +$202K
SHLD icon
364
Global X Defense Tech ETF
SHLD
$6.78B
$226K 0.03%
3,190
– –
SYK icon
365
Stryker
SYK
$127B
$225K 0.03%
684
+66
+11% +$23.7K
IBBQ icon
366
Invesco NASDAQ Biotechnology ETF
IBBQ
$72.7M
$223K 0.03%
7,702
+139
+2% +$4.04K
TXN icon
367
Texas Instruments
TXN
$265B
$222K 0.03%
1,146
– –
SCHW
368
Charles Schwab
SCHW
$179B
$218K 0.03%
2,319
+43
+2% +$4.22K
JGLO icon
369
JPMorgan Global Select Equity ETF
JGLO
$6.85B
$216K 0.03%
3,302
+54
+2% +$3.67K
FERG icon
370
Ferguson
FERG
$45.4B
$215K 0.03%
917
+64
+8% +$15.6K
ICLN icon
371
iShares Global Clean Energy ETF
ICLN
$2.48B
$213K 0.03%
11,666
-55
-0.5% -$1K
LH icon
372
Labcorp
LH
$23.1B
$213K 0.03%
+799
New +$216K
AJG icon
373
Arthur J. Gallagher & Co
AJG
$65.8B
$213K 0.03%
978
+60
+7% +$13.9K
ASHR icon
374
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.29B
$212K 0.03%
6,482
+354
+6% +$11.9K
AMLP icon
375
Alerian MLP ETF
AMLP
$12.7B
$212K 0.03%
+4,018
New +$205K
13 14
15
16 17

Similar funds

ITC
Inspire Trust Company Reno, Nevada $648M AUM 19.45% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return
ACA
Apis Capital Advisors New York $648M AUM 302.67% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
GAMA
Graticule Asia Macro Advisors New York $649M AUM

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.