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
76
$1.72M 0.34%
21,315
+14,982
77
$1.68M 0.33%
12,316
+1,519
78
$1.68M 0.33%
38,703
+3,492
79
$1.66M 0.32%
43,963
+5,310
80
$1.63M 0.32%
17,245
+13,058
81
$1.62M 0.32%
38,647
+9,580
82
$1.59M 0.31%
+2
83
$1.59M 0.31%
1,998
+71
84
$1.58M 0.31%
15,853
-644
85
$1.57M 0.31%
52,903
+23,958
86
$1.57M 0.31%
+24,636
87
$1.55M 0.3%
26,192
+1,326
88
$1.55M 0.3%
20,969
-18
89
$1.55M 0.3%
+36,746
90
$1.49M 0.29%
29,918
+12,457
91
$1.43M 0.28%
17,194
+934
92
$1.41M 0.28%
36,158
-3,542
93
$1.4M 0.27%
+40,908
94
$1.4M 0.27%
18,020
-20,072
95
$1.4M 0.27%
17,193
-6,437
96
$1.4M 0.27%
6,591
+1,030
97
$1.39M 0.27%
13,758
+2,925
98
$1.35M 0.26%
22,644
-1,221
99
$1.34M 0.26%
+21,336
100
$1.3M 0.25%
84,248
+939
2 3
4
5 6