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
$410M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$6.1M
3
+$4.23M
4
QMAR icon
FT Vest Growth-100 Buffer ETF March
QMAR
+$2.89M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.46M

Top Sells

1
+$3.37M
2
+$2.72M
3
+$424K
4
GE icon
GE Aerospace
GE
+$368K
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$338K

Sector Composition

1 Technology 13.25%
2 Financials 6.05%
3 Consumer Discretionary 4.41%
4 Communication Services 3.54%
5 Consumer Staples 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.04M 0.5%
9,975
+12
52
$2.04M 0.5%
26,386
-121
53
$1.99M 0.49%
54,792
+435
54
$1.98M 0.48%
11,975
+158
55
$1.94M 0.47%
5,789
-105
56
$1.93M 0.47%
72,688
+9,183
57
$1.92M 0.47%
25,824
-280
58
$1.87M 0.46%
32,275
-150
59
$1.82M 0.44%
4,045
+22
60
$1.81M 0.44%
11,736
-201
61
$1.81M 0.44%
21,759
-367
62
$1.8M 0.44%
1,967
+4
63
$1.8M 0.44%
8,733
+332
64
$1.75M 0.43%
38,792
+200
65
$1.69M 0.41%
26,524
+46
66
$1.67M 0.41%
6,206
+3,348
67
$1.67M 0.41%
14,748
+835
68
$1.64M 0.4%
16,804
-477
69
$1.63M 0.4%
42,025
-8,119
70
$1.62M 0.39%
86,086
+3,947
71
$1.61M 0.39%
18,884
+1,550
72
$1.59M 0.39%
15,962
+3,188
73
$1.59M 0.39%
20,605
+2,198
74
$1.56M 0.38%
39,816
75
$1.55M 0.38%
40,928
-704
1 2
3
4 5