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
$410M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$6.1M
3
+$4.23M
4
QMAR icon
FT Vest Growth-100 Buffer ETF March
QMAR
+$2.89M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.46M

Top Sells

1
+$3.37M
2
+$2.72M
3
+$424K
4
GE icon
GE Aerospace
GE
+$368K
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$338K

Sector Composition

1 Technology 13.25%
2 Financials 6.05%
3 Consumer Discretionary 4.41%
4 Communication Services 3.54%
5 Consumer Staples 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$856K 0.21%
22,026
-376
102
$847K 0.21%
15,554
-269
103
$829K 0.2%
5,658
+76
104
$818K 0.2%
8,076
-844
105
$808K 0.2%
19,023
-539
106
$807K 0.2%
10,604
+504
107
$807K 0.2%
2,335
+340
108
$805K 0.2%
73,376
+7,017
109
$803K 0.2%
8,582
+132
110
$802K 0.2%
13,605
-1,113
111
$777K 0.19%
6,142
+835
112
$772K 0.19%
9,216
+1,132
113
$753K 0.18%
20,304
114
$747K 0.18%
17,202
-957
115
$745K 0.18%
88,943
-599
116
$737K 0.18%
28,179
117
$737K 0.18%
2,725
+52
118
$735K 0.18%
36,465
-741
119
$732K 0.18%
4,744
-42
120
$713K 0.17%
6,757
+200
121
$711K 0.17%
7,897
-335
122
$710K 0.17%
4,247
+77
123
$706K 0.17%
10,220
-20
124
$705K 0.17%
1,265
+410
125
$693K 0.17%
2,975
-1,380
3 4
5
6 7