IP
Ignite Planners Portfolio holdings
AUM
$574M
This Quarter Return
+2.9%
1 Year Return
+16.2%
3 Year Return
+69.5%
5 Year Return
–
10 Year Return
–
AUM
$456M
AUM Growth
+$456M
(+4.4%)
Cap. Flow
+$29.7M
Cap. Flow
% of AUM
6.51%
Top 10 Holdings %
Top 10 Hldgs %
28.02%
Holding
322
New
16
Increased
168
Reduced
94
Closed
20
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$19.2M |
| 2 |
Cambria Emerging Shareholder Yield ETF
EYLD
|
$4.04M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$3.88M |
| 4 |
FT Vest US Equity Buffer ETF May
FMAY
|
$2.91M |
| 5 |
FT Vest US Equity Buffer ETF December
FDEC
|
$1.34M |
Top Sells
| 1 |
Invesco S&P Emerging Markets Low Volatility ETF
EELV
|
$4.24M |
| 2 |
FT Vest US Equity Buffer ETF March
FMAR
|
$4.21M |
| 3 |
Tesla
TSLA
|
$1.13M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$918K |
| 5 |
PGIM Ultra Short Bond ETF
PULS
|
$861K |
Sector Composition
| 1 | Technology | 12.26% |
| 2 | Financials | 6.27% |
| 3 | Consumer Discretionary | 4.81% |
| 4 | Communication Services | 3.37% |
| 5 | Consumer Staples | 3.1% |
