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
51
$2.35M 0.46%
46,580
-2,009
52
$2.34M 0.46%
14,362
+1,253
53
$2.32M 0.45%
6,479
+735
54
$2.32M 0.45%
4,237
-8
55
$2.23M 0.44%
+29,610
56
$2.22M 0.44%
46,136
57
$2.17M 0.42%
80,327
+45,476
58
$2.14M 0.42%
13,372
+954
59
$2.13M 0.42%
37,179
+32,015
60
$2.09M 0.41%
6,661
+538
61
$2.07M 0.41%
25,556
+374
62
$2.07M 0.4%
27,988
-2,393
63
$2.06M 0.4%
194,025
64
$2.04M 0.4%
47,102
+17,322
65
$2.03M 0.4%
11,947
+1,945
66
$2.02M 0.39%
27,924
-8,537
67
$1.94M 0.38%
49,229
+8,478
68
$1.87M 0.37%
19,029
+358
69
$1.86M 0.36%
67,192
-4,126
70
$1.78M 0.35%
16,870
+1,343
71
$1.78M 0.35%
15,296
+1,879
72
$1.76M 0.34%
30,725
+1,271
73
$1.75M 0.34%
+17,941
74
$1.74M 0.34%
42,108
-633
75
$1.74M 0.34%
19,050
+3,771
1 2
3
4 5