IP

Ignite Planners Portfolio holdings

AUM $653M
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$653M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.64M
3
+$1.51M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$1.45M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.44M

Top Sells

1
+$3.1M
2
+$1.79M
3
+$1.22M
4
WMB icon
Williams Companies
WMB
+$959K
5
C icon
Citigroup
C
+$933K

Sector Composition

1 Technology 13.03%
2 Financials 6.54%
3 Consumer Discretionary 4.18%
4 Communication Services 3.94%
5 Industrials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
101
Johnson & Johnson
JNJ
$591B
$1.51M 0.23%
6,663
+114
BRK.A icon
102
Berkshire Hathaway Class A
BRK.A
$1.05T
$1.45M 0.22%
2
ABBV icon
103
AbbVie
ABBV
$418B
$1.44M 0.22%
6,477
+1,700
VGIT icon
104
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.1B
$1.44M 0.22%
24,098
+487
MO icon
105
Altria Group
MO
$114B
$1.44M 0.22%
23,277
-1,836
QDEC icon
106
FT Vest Growth-100 Buffer ETF December
QDEC
$608M
$1.44M 0.22%
43,854
+515
DAUG icon
107
FT Vest US Equity Deep Buffer ETF August
DAUG
$346M
$1.44M 0.22%
32,151
-1,834
QSPT icon
108
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$509M
$1.43M 0.22%
44,925
+734
OKE icon
109
Oneok
OKE
$53.4B
$1.41M 0.22%
17,846
+13,258
DFEB icon
110
FT Vest US Equity Deep Buffer ETF February
DFEB
$399M
$1.41M 0.22%
29,258
-7,908
AIRR icon
111
First Trust RBA American Industrial Renaissance ETF
AIRR
$8.69B
$1.4M 0.21%
12,694
+2,862
XLP icon
112
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.8B
$1.38M 0.21%
16,487
-9,326
BAC icon
113
Bank of America
BAC
$363B
$1.37M 0.21%
25,766
+1,547
IYJ icon
114
iShares US Industrials ETF
IYJ
$2.36B
$1.37M 0.21%
8,889
-15
BMY icon
115
Bristol-Myers Squibb
BMY
$127B
$1.35M 0.21%
+24,461
GJUN icon
116
FT Vest US Equity Moderate Buffer ETF June
GJUN
$330M
$1.35M 0.21%
33,767
-45,721
SCHE icon
117
Schwab Emerging Markets Equity ETF
SCHE
$11.9B
$1.34M 0.2%
38,862
-3,919
VIG icon
118
Vanguard Dividend Appreciation ETF
VIG
$104B
$1.33M 0.2%
5,953
+27
PANW icon
119
Palo Alto Networks
PANW
$129B
$1.31M 0.2%
7,375
+77
XLRE icon
120
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.68B
$1.29M 0.2%
31,142
-10,824
IBM icon
121
IBM
IBM
$234B
$1.28M 0.2%
4,178
+178
GILD icon
122
Gilead Sciences
GILD
$184B
$1.28M 0.2%
9,007
+1,075
LRCX icon
123
Lam Research
LRCX
$278B
$1.28M 0.2%
5,467
+198
BBIN icon
124
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.25B
$1.26M 0.19%
16,521
+1,868
DNOV icon
125
FT Vest US Equity Deep Buffer ETF November
DNOV
$376M
$1.25M 0.19%
25,434
-4,650
3 4
5
6 7