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
76
$1.53M 0.37%
+30,971
77
$1.52M 0.37%
15,277
+2,030
78
$1.44M 0.35%
31,520
79
$1.44M 0.35%
10,904
-81
80
$1.44M 0.35%
24,865
+6,716
81
$1.43M 0.35%
34,545
-242
82
$1.42M 0.35%
37,034
+4,817
83
$1.26M 0.31%
80,753
-902
84
$1.22M 0.3%
15,682
+89
85
$1.15M 0.28%
27,875
+15
86
$1.11M 0.27%
9,899
-49
87
$1.11M 0.27%
24,164
+598
88
$1.1M 0.27%
4,682
+43
89
$1.06M 0.26%
48,598
+3,778
90
$1.05M 0.26%
16,423
-442
91
$1.05M 0.26%
10,267
+357
92
$990K 0.24%
5,786
+1,434
93
$983K 0.24%
23,636
94
$943K 0.23%
33,626
+1,910
95
$936K 0.23%
9,352
+1,208
96
$917K 0.22%
33,843
+1,383
97
$889K 0.22%
4,831
+27
98
$878K 0.21%
15,022
+2,285
99
$868K 0.21%
8,046
+1,205
100
$864K 0.21%
32,801
+75
2 3
4
5 6