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
$410M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$6.1M
3
+$4.23M
4
QMAR icon
FT Vest Growth-100 Buffer ETF March
QMAR
+$2.89M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.46M

Top Sells

1
+$3.37M
2
+$2.72M
3
+$424K
4
GE icon
GE Aerospace
GE
+$368K
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$338K

Sector Composition

1 Technology 13.25%
2 Financials 6.05%
3 Consumer Discretionary 4.41%
4 Communication Services 3.54%
5 Consumer Staples 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.77M 0.92%
111,747
-9,243
27
$3.75M 0.92%
66,554
-2,747
28
$3.68M 0.9%
168,621
+1,257
29
$3.6M 0.88%
4,068
+351
30
$3.4M 0.83%
141,364
+21,823
31
$3.36M 0.82%
5,646
+4,132
32
$3.35M 0.82%
72,053
+10,417
33
$3.19M 0.78%
63,443
+13,271
34
$3.06M 0.75%
16,576
-111
35
$2.92M 0.71%
15,298
+252
36
$2.89M 0.7%
+101,407
37
$2.63M 0.64%
8,002
-174
38
$2.5M 0.61%
13,041
+165
39
$2.49M 0.61%
213,998
+1,340
40
$2.47M 0.6%
14,500
+40
41
$2.38M 0.58%
47,104
+9,422
42
$2.33M 0.57%
19,103
+2,222
43
$2.25M 0.55%
85,328
+10,664
44
$2.17M 0.53%
29,995
+3,910
45
$2.16M 0.53%
195,132
+20
46
$2.11M 0.52%
5,142
+21
47
$2.11M 0.52%
31,129
+2,779
48
$2.09M 0.51%
4,206
+686
49
$2.07M 0.5%
29,491
+273
50
$2.05M 0.5%
28,423
+2,222
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