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
$610M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$657K
3
+$557K
4
FSEP icon
FT Vest US Equity Buffer ETF September
FSEP
+$542K
5
SAUG icon
FT Vest US Small Cap Moderate Buffer ETF August
SAUG
+$491K

Top Sells

1
+$1.1M
2
+$574K
3
+$568K
4
SNPS icon
Synopsys
SNPS
+$411K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$346K

Sector Composition

1 Technology 14.17%
2 Financials 7.04%
3 Consumer Discretionary 4.43%
4 Communication Services 3.79%
5 Consumer Staples 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.12M 0.18%
43,940
-546
127
$1.11M 0.18%
3,955
+278
128
$1.11M 0.18%
13,276
-6
129
$1.11M 0.18%
4,777
+55
130
$1.07M 0.17%
11,869
-527
131
$1.04M 0.17%
11,035
-38
132
$1.03M 0.17%
14,653
+440
133
$998K 0.16%
24,883
134
$992K 0.16%
13,674
+60
135
$972K 0.16%
8,805
-94
136
$971K 0.16%
22,466
-225
137
$959K 0.16%
15,134
-354
138
$955K 0.16%
23,592
139
$955K 0.16%
31,766
+760
140
$951K 0.16%
9,832
+1,669
141
$950K 0.16%
25,436
+2,154
142
$936K 0.15%
21,122
143
$935K 0.15%
12,296
+2,585
144
$930K 0.15%
7,055
-311
145
$925K 0.15%
6,563
-163
146
$924K 0.15%
3,039
-14
147
$907K 0.15%
21,023
-1,048
148
$906K 0.15%
3,490
+3
149
$887K 0.15%
4,962
-45
150
$887K 0.15%
19,113
4 5
6
7 8