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
$511M
AUM Growth
+$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.03M
3
+$4.73M
4
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$3.31M
5
QCOM icon
Qualcomm
QCOM
+$2.83M

Top Sells

1
+$4.99M
2
+$2.49M
3
+$1.56M
4
FMAY icon
FT Vest US Equity Buffer ETF May
FMAY
+$1.38M
5
DJUL icon
FT Vest US Equity Deep Buffer ETF July
DJUL
+$1.03M

Sector Composition

1 Technology 12.69%
2 Financials 7.38%
3 Consumer Discretionary 4.17%
4 Communication Services 3.43%
5 Consumer Staples 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$946K 0.19%
6,381
+1,616
127
$941K 0.18%
3,928
+587
128
$931K 0.18%
4,818
+418
129
$930K 0.18%
16,869
-1,020
130
$927K 0.18%
15,769
-2,156
131
$925K 0.18%
24,973
+14,499
132
$921K 0.18%
12,913
+592
133
$906K 0.18%
11,195
+8,519
134
$905K 0.18%
8,277
-4,978
135
$898K 0.18%
12,025
+1,261
136
$896K 0.18%
8,433
+859
137
$887K 0.17%
132,598
-24,917
138
$873K 0.17%
22,691
-10,867
139
$872K 0.17%
+76,819
140
$871K 0.17%
3,488
+2,661
141
$834K 0.16%
21,122
-904
142
$821K 0.16%
12,931
+3,530
143
$817K 0.16%
2,605
+238
144
$803K 0.16%
7,773
+880
145
$782K 0.15%
2,267
+2
146
$781K 0.15%
111,438
+13,729
147
$777K 0.15%
20,053
+1,088
148
$772K 0.15%
7,665
+627
149
$758K 0.15%
13,000
+3,239
150
$756K 0.15%
17,942
+6,160
4 5
6
7 8