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
76
$1.86M 0.3%
37,208
+812
77
$1.86M 0.3%
65,856
-1,165
78
$1.81M 0.3%
15,042
+249
79
$1.79M 0.29%
38,452
-225
80
$1.78M 0.29%
40,613
-866
81
$1.77M 0.29%
41,966
-3,782
82
$1.75M 0.29%
16,786
-10
83
$1.75M 0.29%
17,499
-726
84
$1.75M 0.29%
42,968
-435
85
$1.73M 0.28%
37,166
-762
86
$1.72M 0.28%
23,164
-850
87
$1.68M 0.28%
17,835
+146
88
$1.68M 0.27%
4,721
+266
89
$1.67M 0.27%
37,847
+6,728
90
$1.67M 0.27%
107,242
+1,731
91
$1.66M 0.27%
17,561
-491
92
$1.66M 0.27%
25,113
-627
93
$1.64M 0.27%
16,362
+255
94
$1.63M 0.27%
4,913
+90
95
$1.62M 0.27%
17,949
-399
96
$1.59M 0.26%
69,467
-1,891
97
$1.58M 0.26%
45,325
+30
98
$1.57M 0.26%
9,687
-97
99
$1.56M 0.25%
40,878
-30
100
$1.53M 0.25%
15,057
-330
2 3
4
5 6