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
$410M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$6.1M
3
+$4.23M
4
QMAR icon
FT Vest Growth-100 Buffer ETF March
QMAR
+$2.89M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.46M

Top Sells

1
+$3.37M
2
+$2.72M
3
+$424K
4
GE icon
GE Aerospace
GE
+$368K
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$338K

Sector Composition

1 Technology 13.25%
2 Financials 6.05%
3 Consumer Discretionary 4.41%
4 Communication Services 3.54%
5 Consumer Staples 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$683K 0.17%
16,906
-277
127
$682K 0.17%
34,458
-778
128
$680K 0.17%
17,786
-797
129
$675K 0.16%
7,025
+650
130
$667K 0.16%
2,750
+72
131
$660K 0.16%
46,061
-1,754
132
$658K 0.16%
23,627
-300
133
$657K 0.16%
16,904
-64
134
$618K 0.15%
14,429
-46
135
$611K 0.15%
15,896
136
$608K 0.15%
8,298
+20
137
$605K 0.15%
3,681
+61
138
$604K 0.15%
5,582
+256
139
$600K 0.15%
7,748
+1,345
140
$595K 0.15%
5,487
+228
141
$594K 0.14%
1,217
-369
142
$587K 0.14%
2,337
-92
143
$586K 0.14%
19,500
144
$585K 0.14%
11,739
+6,049
145
$579K 0.14%
1,863
+10
146
$568K 0.14%
4,808
+2,419
147
$551K 0.13%
128,114
+11,328
148
$545K 0.13%
3,393
-2,293
149
$543K 0.13%
12,181
+220
150
$543K 0.13%
9,787
+405
4 5
6
7 8