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
NSC icon
376
Norfolk Southern
NSC
$67.8B
$214K 0.03%
736
+51
ICLN icon
377
iShares Global Clean Energy ETF
ICLN
$2.33B
$213K 0.03%
+11,721
PSX icon
378
Phillips 66
PSX
$63.9B
$213K 0.03%
1,481
-417
HOOD icon
379
Robinhood
HOOD
$77.8B
$212K 0.03%
2,127
+414
BP icon
380
BP
BP
$118B
$211K 0.03%
+5,562
INTU icon
381
Intuit
INTU
$112B
$210K 0.03%
420
+31
GOCT icon
382
FT Vest US Equity Moderate Buffer ETF October
GOCT
$308M
$209K 0.03%
+5,273
ARKW icon
383
ARK Web x.0 ETF
ARKW
$1.7B
$208K 0.03%
1,516
-22
ASHR icon
384
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.53B
$205K 0.03%
+6,128
TMO icon
385
Thermo Fisher Scientific
TMO
$195B
$204K 0.03%
+353
CRWD icon
386
CrowdStrike
CRWD
$114B
$204K 0.03%
462
+24
CARR icon
387
Carrier Global
CARR
$51.6B
$203K 0.03%
3,414
+14
F icon
388
Ford
F
$51.3B
$186K 0.03%
13,402
+1,280
SVOL icon
389
Simplify Volatility Premium ETF
SVOL
$589M
$183K 0.03%
+10,487
PDBC icon
390
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.16B
$162K 0.02%
11,161
-215
WSR
391
Whitestone REIT
WSR
$973M
$156K 0.02%
10,933
-11,000
MSIF
392
MSC Income Fund Inc
MSIF
$588M
$144K 0.02%
+10,902
FBRT
393
Franklin BSP Realty Trust
FBRT
$703M
$139K 0.02%
13,535
-400
TCPC icon
394
BlackRock TCP Capital
TCPC
$356M
$77.8K 0.01%
15,026
-6,343
JQC icon
395
Nuveen Credit Strategies Income Fund
JQC
$710M
$76.5K 0.01%
14,833
-2,817
EDD
396
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$367M
$74.7K 0.01%
12,776
-2,562
TEI
397
Templeton Emerging Markets Income Fund
TEI
$308M
$74.6K 0.01%
11,070
-2,231
BTX
398
BlackRock Technology and Private Equity Term Trust
BTX
$867M
$74.3K 0.01%
11,123
-2,260
NOK icon
399
Nokia
NOK
$58.1B
$67.2K 0.01%
10,445
NOW icon
400
ServiceNow
NOW
$104B
$55K 0.01%
+470
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