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
$260M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$3.35M
3
+$1.13M
4
GLD icon
SPDR Gold Trust
GLD
+$468K
5
ETY icon
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
+$446K

Top Sells

1
+$4.09M
2
+$1.67M
3
+$1.26M
4
DSEP icon
FT Vest US Equity Deep Buffer ETF September
DSEP
+$1.14M
5
FMAY icon
FT Vest US Equity Buffer ETF May
FMAY
+$684K

Sector Composition

1 Technology 17.63%
2 Financials 6.59%
3 Consumer Discretionary 6.24%
4 Industrials 4.87%
5 Healthcare 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$577K 0.22%
6,395
-675
102
$567K 0.22%
6,915
-363
103
$566K 0.22%
4,701
+221
104
$560K 0.22%
12,175
-538
105
$557K 0.21%
9,373
+4
106
$542K 0.21%
3,291
-669
107
$542K 0.21%
18,980
+1,982
108
$541K 0.21%
5,534
-252
109
$528K 0.2%
16,642
+547
110
$526K 0.2%
35,704
+594
111
$519K 0.2%
15,624
112
$518K 0.2%
16,271
-1,259
113
$515K 0.2%
1,137
+2
114
$513K 0.2%
26,177
+5,138
115
$512K 0.2%
5,251
+284
116
$511K 0.2%
1,115
-43
117
$507K 0.19%
2,284
-402
118
$502K 0.19%
18,929
-3,000
119
$498K 0.19%
9,814
+13
120
$498K 0.19%
1,983
+4
121
$493K 0.19%
7,866
+180
122
$490K 0.19%
8,215
+20
123
$486K 0.19%
5,804
-200
124
$486K 0.19%
19,590
+250
125
$476K 0.18%
30,000
3 4
5
6 7