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
$511M
AUM Growth
+$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.03M
3
+$4.73M
4
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$3.31M
5
QCOM icon
Qualcomm
QCOM
+$2.83M

Top Sells

1
+$4.99M
2
+$2.49M
3
+$1.56M
4
FMAY icon
FT Vest US Equity Buffer ETF May
FMAY
+$1.38M
5
DJUL icon
FT Vest US Equity Deep Buffer ETF July
DJUL
+$1.03M

Sector Composition

1 Technology 12.69%
2 Financials 7.38%
3 Consumer Discretionary 4.17%
4 Communication Services 3.43%
5 Consumer Staples 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.3M 0.84%
194,967
-26,872
27
$4.1M 0.8%
7,333
-145
28
$3.98M 0.78%
29,426
+20,902
29
$3.94M 0.77%
79,606
-100,973
30
$3.85M 0.75%
7,989
+3,677
31
$3.78M 0.74%
75,168
+10,227
32
$3.77M 0.74%
82,872
-12,197
33
$3.77M 0.74%
23,391
+8,313
34
$3.73M 0.73%
118,180
-12,110
35
$3.55M 0.69%
22,387
+8,613
36
$3.4M 0.67%
310,430
+22,073
37
$3.31M 0.65%
60,067
-1,420
38
$3.31M 0.65%
+119,271
39
$3.22M 0.63%
25,183
+2,839
40
$3.21M 0.63%
91,179
-1,569
41
$3.21M 0.63%
69,757
-29,996
42
$3.14M 0.62%
120,249
+11,635
43
$2.94M 0.57%
16,053
+215
44
$2.91M 0.57%
14,741
+1,489
45
$2.76M 0.54%
+78,523
46
$2.76M 0.54%
102,471
+10,919
47
$2.68M 0.52%
10,856
+862
48
$2.54M 0.5%
26,109
+1,447
49
$2.42M 0.47%
30,861
+2,570
50
$2.42M 0.47%
23,485
+12,551
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