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
$260M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$3.35M
3
+$1.13M
4
GLD icon
SPDR Gold Trust
GLD
+$468K
5
ETY icon
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
+$446K

Top Sells

1
+$4.09M
2
+$1.67M
3
+$1.26M
4
DSEP icon
FT Vest US Equity Deep Buffer ETF September
DSEP
+$1.14M
5
FMAY icon
FT Vest US Equity Buffer ETF May
FMAY
+$684K

Sector Composition

1 Technology 17.63%
2 Financials 6.59%
3 Consumer Discretionary 6.24%
4 Industrials 4.87%
5 Healthcare 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$468K 0.18%
+2,618
127
$466K 0.18%
6,561
-347
128
$458K 0.18%
1,884
-82
129
$456K 0.18%
8,284
-1,374
130
$449K 0.17%
13,388
-2,959
131
$449K 0.17%
4,219
+280
132
$447K 0.17%
20,223
-9,195
133
$446K 0.17%
+36,731
134
$445K 0.17%
2,749
-287
135
$435K 0.17%
3,542
136
$428K 0.16%
3,680
-266
137
$424K 0.16%
5,647
+21
138
$418K 0.16%
9,407
-437
139
$415K 0.16%
4,606
140
$409K 0.16%
3,899
+30
141
$405K 0.16%
13,243
-1,244
142
$403K 0.15%
6,080
-342
143
$401K 0.15%
7,375
-1,380
144
$401K 0.15%
14,374
+269
145
$399K 0.15%
+18,324
146
$394K 0.15%
13,954
+270
147
$390K 0.15%
891
-183
148
$387K 0.15%
5,869
-180
149
$386K 0.15%
4,360
-230
150
$385K 0.15%
5,844
4 5
6
7 8