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
$456M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$2.91M
3
+$1.34M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.24M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.18M

Top Sells

1
+$4.24M
2
+$4.21M
3
+$1.13M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$918K
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$861K

Sector Composition

1 Technology 12.26%
2 Financials 6.27%
3 Consumer Discretionary 4.81%
4 Communication Services 3.37%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$750K 0.16%
16,741
-243
127
$744K 0.16%
3,341
+27
128
$720K 0.16%
4,765
+181
129
$710K 0.16%
9,761
+799
130
$707K 0.16%
13,379
-103
131
$704K 0.15%
+8,596
132
$700K 0.15%
46,299
+412
133
$698K 0.15%
2,367
+19
134
$695K 0.15%
2,946
-25
135
$689K 0.15%
1,343
-10
136
$682K 0.15%
7,574
+324
137
$664K 0.15%
75,121
+9,655
138
$645K 0.14%
20,847
+2,665
139
$642K 0.14%
97,709
+7,406
140
$635K 0.14%
18,965
+1,210
141
$632K 0.14%
1,181
+9
142
$630K 0.14%
6,893
-19
143
$621K 0.14%
9,949
-45
144
$618K 0.14%
19,500
145
$618K 0.14%
+12,816
146
$612K 0.13%
24,415
-1,870
147
$596K 0.13%
3,092
148
$594K 0.13%
12,405
+212
149
$589K 0.13%
4,870
-44
150
$588K 0.13%
65,028
-79
4 5
6
7 8