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
$648M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$2.53M
3
+$1.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.24M
5
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$1.1M

Top Sells

1
+$2.36M
2
+$800K
3
+$775K
4
BABA icon
Alibaba
BABA
+$676K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$539K

Sector Composition

1 Technology 12.28%
2 Financials 6.69%
3 Consumer Discretionary 3.63%
4 Communication Services 3.48%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CWB icon
101
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$6.39B
$1.57M 0.24%
17,114
+808
SCHD icon
102
Schwab US Dividend Equity ETF
SCHD
$94.4B
$1.56M 0.24%
50,817
+40,741
LLY icon
103
Eli Lilly
LLY
$949B
$1.55M 0.24%
1,690
+19
AIRR icon
104
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.6B
$1.55M 0.24%
13,878
+1,184
OKE icon
105
Oneok
OKE
$54.6B
$1.54M 0.24%
17,039
-807
JNJ icon
106
Johnson & Johnson
JNJ
$537B
$1.53M 0.24%
6,265
-398
MO icon
107
Altria Group
MO
$116B
$1.53M 0.24%
23,154
-123
VGIT icon
108
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.1B
$1.5M 0.23%
25,212
+1,114
BMY icon
109
Bristol-Myers Squibb
BMY
$111B
$1.49M 0.23%
24,710
+249
ABBV icon
110
AbbVie
ABBV
$381B
$1.46M 0.23%
6,690
+213
BRK.A icon
111
Berkshire Hathaway Class A
BRK.A
$1.02T
$1.44M 0.22%
2
JAVA icon
112
JPMorgan Active Value ETF
JAVA
$6.6B
$1.43M 0.22%
19,504
+4,365
GEV icon
113
GE Vernova
GEV
$261B
$1.43M 0.22%
1,637
+55
PM icon
114
Philip Morris
PM
$271B
$1.42M 0.22%
8,608
-43
QDEC icon
115
FT Vest Growth-100 Buffer ETF December
QDEC
$698M
$1.41M 0.22%
44,775
+921
COP icon
116
ConocoPhillips
COP
$142B
$1.37M 0.21%
10,363
+525
XLP icon
117
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$1.36M 0.21%
16,555
+68
QSPT icon
118
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$625M
$1.35M 0.21%
44,090
-835
VIG icon
119
Vanguard Dividend Appreciation ETF
VIG
$109B
$1.32M 0.2%
6,144
+191
DAUG icon
120
FT Vest US Equity Deep Buffer ETF August
DAUG
$364M
$1.32M 0.2%
30,225
-1,926
IYJ icon
121
iShares US Industrials ETF
IYJ
$1.78B
$1.31M 0.2%
8,894
+5
JBND icon
122
JPMorgan Active Bond ETF
JBND
$7.93B
$1.31M 0.2%
23,841
+8,456
BAC icon
123
Bank of America
BAC
$372B
$1.31M 0.2%
26,805
+1,039
GILD icon
124
Gilead Sciences
GILD
$158B
$1.29M 0.2%
9,275
+268
FJAN icon
125
FT Vest US Equity Buffer ETF January
FJAN
$1.4B
$1.27M 0.2%
25,275
+1,456
3 4
5
6 7