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
$456M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$2.91M
3
+$1.34M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.24M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.18M

Top Sells

1
+$4.24M
2
+$4.21M
3
+$1.13M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$918K
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$861K

Sector Composition

1 Technology 12.26%
2 Financials 6.27%
3 Consumer Discretionary 4.81%
4 Communication Services 3.37%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.01M 0.22%
37,978
+3,834
102
$999K 0.22%
37,350
+1,548
103
$976K 0.21%
35,098
+2,662
104
$972K 0.21%
34,851
+6,877
105
$963K 0.21%
4,908
+73
106
$952K 0.21%
7,333
+10
107
$944K 0.21%
10,764
+86
108
$944K 0.21%
44,362
+5,115
109
$903K 0.2%
22,026
110
$901K 0.2%
2,862
+40
111
$886K 0.19%
28,945
+9,586
112
$878K 0.19%
17,889
+462
113
$871K 0.19%
17,461
+2,626
114
$858K 0.19%
974
-41
115
$845K 0.19%
2,265
+4
116
$832K 0.18%
38,395
+7,220
117
$832K 0.18%
37,800
+2,635
118
$819K 0.18%
5,677
-7
119
$818K 0.18%
7,038
+601
120
$806K 0.18%
5,924
+50
121
$797K 0.17%
4,400
+159
122
$797K 0.17%
157,515
+7,598
123
$786K 0.17%
20,304
124
$772K 0.17%
17,499
+246
125
$761K 0.17%
12,321
-188
3 4
5
6 7