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Ignite Planners Portfolio holdings

AUM $648M
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
-0.83%
1 Year Est. Return
+19.43%
3 Year Est. Return
+65.29%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$648M
AUM Growth
-$5.92M
Cap. Flow
+$19.2M
Cap. Flow %
2.97%
Top 10 Hldgs %
23.45%
Holding
422
New
17
Increased
211
Reduced
131
Closed
29

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.63M
2
BND icon
Vanguard Total Bond Market
BND
+$2.53M
3
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.24M
5
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$1.1M

Top Sells

1
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$2.36M
2
BBIN icon
JPMorgan BetaBuilders International Equity ETF
BBIN
+$800K
3
BIDU icon
Baidu
BIDU
+$775K
4
BABA icon
Alibaba
BABA
+$676K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$539K

Sector Composition

1 Technology 12.28%
2 Financials 6.65%
3 Consumer Discretionary 3.63%
4 Communication Services 3.48%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LYB icon
126
LyondellBasell Industries
LYB
$18.7B
$1.27M 0.2%
15,864
-1,112
-7% -$66K
SCHF icon
127
Schwab International Equity ETF
SCHF
$65.4B
$1.26M 0.19%
50,900
+37,481
+279% +$953K
AFLG icon
128
First Trust Active Factor Large Cap ETF
AFLG
$681M
$1.25M 0.19%
30,750
+16,968
+123% +$676K
SCHE icon
129
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$1.24M 0.19%
37,999
-863
-2% -$29.5K
XLRE icon
130
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.56B
$1.24M 0.19%
30,417
-725
-2% -$30.4K
GJAN icon
131
FT Vest US Equity Moderate Buffer ETF January
GJAN
$437M
$1.23M 0.19%
29,300
+1,810
+7% +$77.3K
QJUN icon
132
FT Vest Growth-100 Buffer ETF June
QJUN
$641M
$1.22M 0.19%
39,039
+1,015
+3% +$32.3K
SMIZ icon
133
Zacks Small/Mid Cap ETF
SMIZ
$273M
$1.21M 0.19%
32,413
+2,831
+10% +$109K
LRCX icon
134
Lam Research
LRCX
$401B
$1.2M 0.19%
5,608
+141
+3% +$31.5K
PANW icon
135
Palo Alto Networks
PANW
$289B
$1.18M 0.18%
7,384
+9
+0.1% +$1.51K
JGRO icon
136
JPMorgan Active Growth ETF
JGRO
$9.42B
$1.16M 0.18%
13,421
+2,872
+27% +$256K
BNO icon
137
United States Brent Oil Fund
BNO
$755M
$1.15M 0.18%
22,223
-353
-2% -$13.1K
PFE icon
138
Pfizer
PFE
$143B
$1.15M 0.18%
40,887
+539
+1% +$14.3K
YJUN icon
139
FT Vest International Equity Buffer ETF June
YJUN
$137M
$1.11M 0.17%
42,957
-1,240
-3% -$32.2K
CIBR icon
140
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.3B
$1.11M 0.17%
17,628
-115
-0.6% -$7.71K
KNG icon
141
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.41B
$1.1M 0.17%
22,593
+6,010
+36% +$305K
VHT icon
142
Vanguard Health Care ETF
VHT
$18B
$1.09M 0.17%
4,029
+70
+2% +$20K
KO icon
143
Coca-Cola
KO
$365B
$1.07M 0.16%
14,001
+588
+4% +$44.5K
CSCO icon
144
Cisco
CSCO
$432B
$1.06M 0.16%
13,620
+711
+6% +$55.7K
NFLX icon
145
Netflix
NFLX
$313B
$1.04M 0.16%
10,859
+627
+6% +$55.2K
IBM icon
146
IBM
IBM
$206B
$1.04M 0.16%
4,299
+121
+3% +$32.7K
AMD icon
147
Advanced Micro Devices
AMD
$817B
$1.04M 0.16%
5,125
+154
+3% +$32.9K
GMAR icon
148
FT Vest US Equity Moderate Buffer ETF March
GMAR
$394M
$1.04M 0.16%
24,883
– –
AGZ icon
149
iShares Agency Bond ETF
AGZ
$555M
$1.01M 0.16%
9,234
+405
+5% +$44.6K
GJUN icon
150
FT Vest US Equity Moderate Buffer ETF June
GJUN
$472M
$1.01M 0.16%
25,619
-8,148
-24% -$323K
4 5
6
7 8

Similar funds

ITC
Inspire Trust Company Reno, Nevada $648M AUM 19.45% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return
ACA
Apis Capital Advisors New York $648M AUM 302.67% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
GAMA
Graticule Asia Macro Advisors New York $649M AUM

Ignite Planners's Q1 2026 Portfolio in Review

As of Q1 2026, Ignite Planners held 422 positions worth $648M, down 0.91% from $654M the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Ignite Planners's Q1 2026 filing shows 17 new, 211 increased, 131 reduced and 29 closed positions. Its largest new stake was Huntington Bancshares: 27,455 shares worth $430K. The largest sale was First Trust Cloud Computing ETF, an estimated $2.36M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 13% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Ignite Planners's largest Q1 2026 buy was Huntington Bancshares: 27,455 shares worth $430K.
  • Ignite Planners added most to Vanguard Total Stock Market ETF in Q1 2026, an estimated $6.63M increase.
  • Ignite Planners's biggest Q1 2026 reduction was First Trust Cloud Computing ETF, cutting an estimated $2.36M.
  • Ignite Planners fully exited Baidu in Q1 2026, selling an estimated $775K.
  • Ignite Planners's ten largest holdings make up 23% of its $648M portfolio in Q1 2026.
  • Ignite Planners opened 17 new positions and closed 29 in Q1 2026.
  • Ignite Planners's portfolio value fell 0.91% quarter-over-quarter to $648M.

Based on Ignite Planners's 13F filing for Q1 2026, filed 17 Apr 2026.