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
76
$1.4M 0.31%
4,634
+32
77
$1.4M 0.31%
5,561
-673
78
$1.38M 0.3%
23,865
+1,866
79
$1.35M 0.3%
8,524
+7
80
$1.34M 0.29%
+29,780
81
$1.33M 0.29%
33,558
+17,662
82
$1.32M 0.29%
24,866
+2,169
83
$1.31M 0.29%
32,097
+2,145
84
$1.29M 0.28%
83,309
+1,307
85
$1.27M 0.28%
29,067
-2,468
86
$1.26M 0.28%
15,279
+27
87
$1.22M 0.27%
10,002
+28
88
$1.18M 0.26%
16,620
+507
89
$1.16M 0.25%
10,833
+359
90
$1.14M 0.25%
8,519
+4,582
91
$1.13M 0.25%
6,149
+159
92
$1.12M 0.25%
39,664
+3,275
93
$1.1M 0.24%
10,910
+909
94
$1.1M 0.24%
10,934
+2,425
95
$1.08M 0.24%
1,810
+655
96
$1.08M 0.24%
24,908
+1,272
97
$1.07M 0.24%
13,417
+5,345
98
$1.04M 0.23%
10,780
+317
99
$1.02M 0.22%
17,167
+21
100
$1.01M 0.22%
17,925
-663
2 3
4
5 6