IP
Ignite Planners Portfolio holdings
AUM
$648M
1-Year Est. Return
19.43%
This Fund
S&P 500
1 Year Est. Return
+19.43%
AUM
$648M
AUM Growth
-$5.36M
(-0.82%)
Holding
418
Top Buys
| 1 | +$6.63M | |
| 2 | +$2.53M | |
| 3 | +$1.3M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.24M |
| 5 |
JPMorgan International Research Enhanced Equity ETF
JIRE
|
+$1.1M |
Top Sells
| 1 | +$2.36M | |
| 2 | +$800K | |
| 3 | +$775K | |
| 4 |
Alibaba
BABA
|
+$676K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
401
CrowdStrike
CRWD
$108B
| – | – |
-462
|
|
||
402
Walt Disney
DIS
$188B
| – | – |
-2,200
|
|
||
403
FT Vest US Equity Moderate Buffer ETF October
GOCT
$328M
| – | – |
-5,273
|
|
||
404
Robinhood
HOOD
$81.7B
| – | – |
-2,127
|
|
||
405
iShares North American Natural Resources ETF
IGE
$897M
| – | – |
-4,075
|
|
||
406
iShares Latin America 40 ETF
ILF
$4.78B
| – | – |
-6,549
|
|
||
407
Intuit
INTU
$109B
| – | – |
-420
|
|
||
408
iShares US Home Construction ETF
ITB
$2.67B
| – | – |
-2,151
|
|
||
409
iShares Russell 1000 ETF
IWB
$46.2B
| – | – |
-1,036
|
|
||
410
Medtronic
MDT
$111B
| – | – |
-2,092
|
|
||
411
ServiceNow
NOW
$100B
| – | – |
-470
|
|
||
412
Norfolk Southern
NSC
$67.9B
| – | – |
-736
|
|
||
413
Phillips 66
PSX
$62.7B
| – | – |
-1,481
|
|
||
414
Royal Caribbean
RCL
$77.2B
| – | – |
-1,328
|
|
||
415
NEOS S&P 500 High Income ETF
SPYI
$8.84B
| – | – |
-4,254
|
|
||
|
TEI
416
Templeton Emerging Markets Income Fund
TEI
$315M
| – | – |
-11,070
|
|
||
417
Thermo Fisher Scientific
TMO
$196B
| – | – |
-353
|
|
||
|
MSIF
418
MSC Income Fund Inc
MSIF
$604M
| – | – |
-10,902
|
|