IP

Ignite Planners Portfolio holdings

AUM $648M
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$610M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$657K
3
+$557K
4
FSEP icon
FT Vest US Equity Buffer ETF September
FSEP
+$542K
5
SAUG icon
FT Vest US Small Cap Moderate Buffer ETF August
SAUG
+$491K

Top Sells

1
+$1.1M
2
+$574K
3
+$568K
4
SNPS icon
Synopsys
SNPS
+$411K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$346K

Sector Composition

1 Technology 14.17%
2 Financials 7.04%
3 Consumer Discretionary 4.43%
4 Communication Services 3.79%
5 Consumer Staples 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.39M 0.88%
265,595
+79
27
$5.26M 0.86%
91,388
+2,349
28
$4.99M 0.82%
15,127
+199
29
$4.92M 0.81%
8,202
+53
30
$4.89M 0.8%
104,715
-4,235
31
$4.42M 0.72%
118,830
-392
32
$4.41M 0.72%
26,532
-685
33
$4.29M 0.7%
82,690
+993
34
$4.18M 0.69%
83,963
+609
35
$4.07M 0.67%
80,311
+600
36
$4.01M 0.66%
4,336
+2
37
$3.9M 0.64%
139,278
-3,081
38
$3.8M 0.62%
330,112
+6,712
39
$3.72M 0.61%
71,257
40
$3.62M 0.59%
90,640
+59
41
$3.54M 0.58%
61,960
+1,050
42
$3.5M 0.57%
14,371
-135
43
$3.49M 0.57%
11,075
+141
44
$3.47M 0.57%
16,060
45
$3.43M 0.56%
123,502
-5,270
46
$3.15M 0.52%
6,594
-178
47
$3.13M 0.51%
60,705
+3,784
48
$3.09M 0.51%
79,488
49
$2.99M 0.49%
104,021
-3,786
50
$2.83M 0.46%
32,415
-60
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