IP

Ignite Planners Portfolio holdings

AUM $648M
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$648M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$2.53M
3
+$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
+$2.36M
2
+$800K
3
+$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 6.69%
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
$21.7B
$1.27M 0.2%
15,864
-1,112
SCHF icon
127
Schwab International Equity ETF
SCHF
$66.9B
$1.26M 0.19%
50,900
+37,481
AFLG icon
128
First Trust Active Factor Large Cap ETF
AFLG
$651M
$1.25M 0.19%
30,750
+16,968
SCHE icon
129
Schwab Emerging Markets Equity ETF
SCHE
$13B
$1.24M 0.19%
37,999
-863
XLRE icon
130
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.84B
$1.24M 0.19%
30,417
-725
GJAN icon
131
FT Vest US Equity Moderate Buffer ETF January
GJAN
$475M
$1.23M 0.19%
29,300
+1,810
QJUN icon
132
FT Vest Growth-100 Buffer ETF June
QJUN
$640M
$1.22M 0.19%
39,039
+1,015
SMIZ icon
133
Zacks Small/Mid Cap ETF
SMIZ
$261M
$1.21M 0.19%
32,413
+2,831
LRCX icon
134
Lam Research
LRCX
$418B
$1.2M 0.19%
5,608
+141
PANW icon
135
Palo Alto Networks
PANW
$241B
$1.18M 0.18%
7,384
+9
JGRO icon
136
JPMorgan Active Growth ETF
JGRO
$10.2B
$1.16M 0.18%
13,421
+2,872
BNO icon
137
United States Brent Oil Fund
BNO
$820M
$1.15M 0.18%
22,223
-353
PFE icon
138
Pfizer
PFE
$146B
$1.15M 0.18%
40,887
+539
YJUN icon
139
FT Vest International Equity Buffer ETF June
YJUN
$127M
$1.11M 0.17%
42,957
-1,240
CIBR icon
140
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.5B
$1.11M 0.17%
17,628
-115
KNG icon
141
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.29B
$1.1M 0.17%
22,593
+6,010
VHT icon
142
Vanguard Health Care ETF
VHT
$16.2B
$1.09M 0.17%
4,029
+70
KO icon
143
Coca-Cola
KO
$337B
$1.07M 0.16%
14,001
+588
CSCO icon
144
Cisco
CSCO
$505B
$1.06M 0.16%
13,620
+711
NFLX icon
145
Netflix
NFLX
$351B
$1.04M 0.16%
10,859
+627
IBM icon
146
IBM
IBM
$309B
$1.04M 0.16%
4,299
+121
AMD icon
147
Advanced Micro Devices
AMD
$850B
$1.04M 0.16%
5,125
+154
GMAR icon
148
FT Vest US Equity Moderate Buffer ETF March
GMAR
$396M
$1.04M 0.16%
24,883
AGZ icon
149
iShares Agency Bond ETF
AGZ
$550M
$1.01M 0.16%
9,234
+405
GJUN icon
150
FT Vest US Equity Moderate Buffer ETF June
GJUN
$370M
$1.01M 0.16%
25,619
-8,148
4 5
6
7 8