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
$456M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$2.91M
3
+$1.34M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.24M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.18M

Top Sells

1
+$4.24M
2
+$4.21M
3
+$1.13M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$918K
5
PULS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.45M 0.98%
95,069
-3,132
27
$4.27M 0.94%
94,521
+3,636
28
$4.04M 0.89%
+130,290
29
$3.7M 0.81%
4,034
-10
30
$3.57M 0.78%
61,487
+328
31
$3.37M 0.74%
92,748
-10,876
32
$3.3M 0.72%
288,357
+24,323
33
$3.26M 0.72%
64,941
-6,718
34
$3.08M 0.68%
13,252
-984
35
$3.02M 0.66%
100,714
-1,473
36
$3.01M 0.66%
38,092
+278
37
$2.91M 0.64%
108,614
+4,824
38
$2.89M 0.63%
15,078
+57
39
$2.79M 0.61%
36,461
+433
40
$2.78M 0.61%
22,344
+1,021
41
$2.69M 0.59%
15,838
-411
42
$2.53M 0.56%
13,109
+181
43
$2.45M 0.54%
48,589
-5,287
44
$2.45M 0.54%
30,381
+804
45
$2.43M 0.53%
9,994
+78
46
$2.33M 0.51%
91,552
+4,510
47
$2.31M 0.51%
5,085
-45
48
$2.28M 0.5%
46,136
+14,833
49
$2.24M 0.49%
24,662
-1
50
$2.24M 0.49%
4,312
+167
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2
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