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
$511M
AUM Growth
+$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.03M
3
+$4.73M
4
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$3.31M
5
QCOM icon
Qualcomm
QCOM
+$2.83M

Top Sells

1
+$4.99M
2
+$2.49M
3
+$1.56M
4
FMAY icon
FT Vest US Equity Buffer ETF May
FMAY
+$1.38M
5
DJUL icon
FT Vest US Equity Deep Buffer ETF July
DJUL
+$1.03M

Sector Composition

1 Technology 12.69%
2 Financials 7.38%
3 Consumer Discretionary 4.17%
4 Communication Services 3.43%
5 Consumer Staples 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.29M 0.25%
42,653
+23,153
102
$1.28M 0.25%
30,524
+5,616
103
$1.28M 0.25%
4,776
+142
104
$1.28M 0.25%
48,028
+12,930
105
$1.27M 0.25%
6,806
+657
106
$1.26M 0.25%
1,113
+139
107
$1.24M 0.24%
31,119
-978
108
$1.22M 0.24%
23,095
-8,425
109
$1.16M 0.23%
3,374
+512
110
$1.15M 0.23%
16,905
+285
111
$1.15M 0.22%
3,850
+2,113
112
$1.14M 0.22%
25,771
+14,308
113
$1.13M 0.22%
8,713
+194
114
$1.12M 0.22%
40,395
+3,045
115
$1.11M 0.22%
47,578
+9,183
116
$1.05M 0.21%
38,864
-800
117
$1.03M 0.2%
11,349
+439
118
$1.02M 0.2%
10,570
-210
119
$1.02M 0.2%
26,984
+6,680
120
$1.01M 0.2%
42,116
+4,138
121
$997K 0.2%
6,453
+776
122
$983K 0.19%
24,474
+7,733
123
$982K 0.19%
17,186
+19
124
$965K 0.19%
5,075
+167
125
$953K 0.19%
46,349
+1,987
3 4
5
6 7