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
51
$2.24M 0.49%
5,744
-30
52
$2.23M 0.49%
6,123
-1,094
53
$2.21M 0.49%
4,245
+196
54
$2.17M 0.48%
23,630
+997
55
$2.09M 0.46%
194,025
-1,116
56
$2.05M 0.45%
12,418
+403
57
$2.01M 0.44%
13,774
+3,218
58
$1.99M 0.44%
28,291
+799
59
$1.97M 0.43%
25,182
-1,010
60
$1.85M 0.41%
29,454
-793
61
$1.84M 0.4%
20,987
+2,639
62
$1.81M 0.4%
18,671
+771
63
$1.75M 0.38%
42,741
+1,752
64
$1.74M 0.38%
31,520
65
$1.67M 0.37%
15,527
+903
66
$1.65M 0.36%
16,497
-2,290
67
$1.64M 0.36%
40,751
-1,018
68
$1.62M 0.35%
71,318
-10,787
69
$1.6M 0.35%
10,797
+137
70
$1.58M 0.35%
39,700
-1,553
71
$1.51M 0.33%
1,927
-21
72
$1.48M 0.33%
38,653
-16,139
73
$1.45M 0.32%
16,260
-418
74
$1.43M 0.31%
13,255
+1,010
75
$1.42M 0.31%
35,211
+616
1 2
3
4 5