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
$260M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$3.35M
3
+$1.13M
4
GLD icon
SPDR Gold Trust
GLD
+$468K
5
ETY icon
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
+$446K

Top Sells

1
+$4.09M
2
+$1.67M
3
+$1.26M
4
DSEP icon
FT Vest US Equity Deep Buffer ETF September
DSEP
+$1.14M
5
FMAY icon
FT Vest US Equity Buffer ETF May
FMAY
+$684K

Sector Composition

1 Technology 17.63%
2 Financials 6.59%
3 Consumer Discretionary 6.24%
4 Industrials 4.87%
5 Healthcare 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.47%
10,275
-488
52
$1.23M 0.47%
14,560
-230
53
$1.22M 0.47%
3,330
+126
54
$1.2M 0.46%
7,047
-250
55
$1.17M 0.45%
1,017
-28
56
$1.17M 0.45%
32,510
-310
57
$1.08M 0.41%
10,445
-506
58
$1.05M 0.41%
2,603
-102
59
$998K 0.38%
14,839
-375
60
$998K 0.38%
27,845
61
$984K 0.38%
8,484
-400
62
$955K 0.37%
18,874
+5,824
63
$942K 0.36%
26,086
64
$931K 0.36%
5,439
-384
65
$923K 0.35%
25,973
-1,969
66
$915K 0.35%
2,023
+871
67
$912K 0.35%
26,732
+25
68
$905K 0.35%
4,943
+40
69
$888K 0.34%
56,881
-381
70
$883K 0.34%
58,975
+1,385
71
$872K 0.34%
19,251
72
$862K 0.33%
1,868
-291
73
$844K 0.32%
24,315
-752
74
$833K 0.32%
18,686
-831
75
$799K 0.31%
4,705
+98
1 2
3
4 5