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
$653M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.64M
3
+$1.51M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$1.45M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.44M

Top Sells

1
+$3.1M
2
+$1.79M
3
+$1.22M
4
WMB icon
Williams Companies
WMB
+$959K
5
C icon
Citigroup
C
+$933K

Sector Composition

1 Technology 13.03%
2 Financials 6.81%
3 Consumer Discretionary 4.18%
4 Communication Services 3.94%
5 Industrials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COKE icon
351
Coca-Cola Consolidated
COKE
$12.3B
$243K 0.04%
+1,600
VNQ icon
352
Vanguard Real Estate ETF
VNQ
$36.7B
$243K 0.04%
2,674
-105
FITB
353
Fifth Third Bancorp
FITB
$46.3B
$242K 0.04%
4,815
+244
ADI icon
354
Analog Devices
ADI
$183B
$242K 0.04%
+777
IVW icon
355
iShares S&P 500 Growth ETF
IVW
$68.4B
$241K 0.04%
1,948
+88
PHM icon
356
Pultegroup
PHM
$24.6B
$241K 0.04%
1,929
+289
SHLD icon
357
Global X Defense Tech ETF
SHLD
$8.33B
$240K 0.04%
3,190
ANET icon
358
Arista Networks
ANET
$218B
$240K 0.04%
1,690
-600
QMNV
359
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$61.4M
$239K 0.04%
+10,178
SCHW icon
360
Charles Schwab
SCHW
$160B
$237K 0.04%
2,276
+2
BKCH icon
361
Global X Blockchain ETF
BKCH
$266M
$235K 0.04%
+3,268
FDT icon
362
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$1.14B
$235K 0.04%
+2,686
VRT icon
363
Vertiv
VRT
$120B
$234K 0.04%
+1,255
ILF icon
364
iShares Latin America 40 ETF
ILF
$5.05B
$232K 0.04%
6,549
-1,216
YMAR icon
365
FT Vest International Equity Moderate Buffer ETF March
YMAR
$130M
$230K 0.04%
8,355
IGE icon
366
iShares North American Natural Resources ETF
IGE
$858M
$229K 0.04%
4,075
-433
AJG icon
367
Arthur J. Gallagher & Co
AJG
$57.7B
$229K 0.04%
918
+64
SYK icon
368
Stryker
SYK
$125B
$228K 0.04%
+618
JGLO icon
369
JPMorgan Global Select Equity ETF
JGLO
$7B
$225K 0.03%
+3,248
SPYI icon
370
NEOS S&P 500 High Income ETF
SPYI
$8.92B
$224K 0.03%
+4,254
VIGI icon
371
Vanguard International Dividend Appreciation ETF
VIGI
$8.72B
$220K 0.03%
+2,384
IBBQ icon
372
Invesco NASDAQ Biotechnology ETF
IBBQ
$67.9M
$220K 0.03%
+7,563
ITB icon
373
iShares US Home Construction ETF
ITB
$2.7B
$219K 0.03%
2,151
MDT icon
374
Medtronic
MDT
$105B
$215K 0.03%
2,092
-48
FERG icon
375
Ferguson
FERG
$52.8B
$215K 0.03%
853
-300
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