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
51
$2.72M 0.45%
14,928
-436
52
$2.71M 0.44%
26,343
+317
53
$2.68M 0.44%
6,618
+92
54
$2.58M 0.42%
52,921
+6,785
55
$2.56M 0.42%
24,760
-861
56
$2.55M 0.42%
51,811
-600
57
$2.46M 0.4%
48,708
+506
58
$2.46M 0.4%
4,326
+36
59
$2.4M 0.39%
21,696
+535
60
$2.39M 0.39%
28,837
-12
61
$2.36M 0.39%
28,260
+20
62
$2.23M 0.36%
36,614
+35
63
$2.17M 0.36%
6,664
-57
64
$2.11M 0.34%
194,025
65
$2.06M 0.34%
13,269
+37
66
$2.05M 0.34%
27,888
+415
67
$2.04M 0.33%
60,607
+5,017
68
$2.02M 0.33%
25,813
+75
69
$2.01M 0.33%
45,955
-3,274
70
$2M 0.33%
12,988
+154
71
$1.94M 0.32%
29,748
-850
72
$1.94M 0.32%
21,886
-14
73
$1.93M 0.32%
17,110
+171
74
$1.87M 0.31%
205,926
-12,311
75
$1.86M 0.31%
41,692
-540
1 2
3
4 5