IP

Ignite Planners Portfolio holdings

AUM $610M
1-Year Est. Return 18.49%
This Quarter Est. Return
1 Year Est. Return
+18.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$3.35M
3
+$1.13M
4
GLD icon
SPDR Gold Trust
GLD
+$468K
5
ETY icon
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
+$446K

Top Sells

1
+$4.09M
2
+$1.67M
3
+$1.26M
4
DSEP icon
FT Vest US Equity Deep Buffer ETF September
DSEP
+$1.14M
5
FMAY icon
FT Vest US Equity Buffer ETF May
FMAY
+$684K

Sector Composition

1 Technology 17.63%
2 Financials 6.59%
3 Consumer Discretionary 6.24%
4 Industrials 4.87%
5 Healthcare 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 0.74%
13,015
+566
27
$1.93M 0.74%
41,200
-6,395
28
$1.87M 0.72%
6,171
-16
29
$1.83M 0.7%
35,820
-279
30
$1.8M 0.69%
6,202
-68
31
$1.79M 0.69%
14,962
+1,161
32
$1.75M 0.67%
33,795
+580
33
$1.71M 0.66%
16,577
-474
34
$1.64M 0.63%
48,719
+840
35
$1.61M 0.62%
4,719
+47
36
$1.6M 0.62%
24,166
-584
37
$1.59M 0.61%
12,531
-45
38
$1.57M 0.61%
40,653
-17,659
39
$1.54M 0.59%
9,969
-85
40
$1.53M 0.59%
10,621
-131
41
$1.49M 0.57%
4,720
-245
42
$1.47M 0.56%
15,177
-10
43
$1.46M 0.56%
45,567
44
$1.41M 0.54%
131,112
+741
45
$1.35M 0.52%
19,117
-303
46
$1.27M 0.49%
5,360
-10
47
$1.26M 0.48%
7,899
+876
48
$1.25M 0.48%
36,261
49
$1.25M 0.48%
31,520
50
$1.24M 0.48%
40,060
-3,010
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