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
$653M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.64M
3
+$1.51M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$1.45M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.44M

Top Sells

1
+$3.1M
2
+$1.79M
3
+$1.22M
4
WMB icon
Williams Companies
WMB
+$959K
5
C icon
Citigroup
C
+$933K

Sector Composition

1 Technology 13.03%
2 Financials 6.81%
3 Consumer Discretionary 4.18%
4 Communication Services 3.94%
5 Industrials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FJAN icon
126
FT Vest US Equity Buffer ETF January
FJAN
$1.32B
$1.24M 0.19%
23,819
+300
CIBR icon
127
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.3B
$1.23M 0.19%
17,743
+5,447
QJUN icon
128
FT Vest Growth-100 Buffer ETF June
QJUN
$627M
$1.22M 0.19%
38,024
-2,915
GJAN icon
129
FT Vest US Equity Moderate Buffer ETF January
GJAN
$465M
$1.18M 0.18%
27,490
+506
FJUN icon
130
FT Vest US Equity Buffer ETF June
FJUN
$1.14B
$1.18M 0.18%
20,531
+15,786
AMD icon
131
Advanced Micro Devices
AMD
$464B
$1.18M 0.18%
4,971
+706
YJUN icon
132
FT Vest International Equity Buffer ETF June
YJUN
$132M
$1.15M 0.18%
44,197
-3,590
GEV icon
133
GE Vernova
GEV
$267B
$1.15M 0.18%
1,582
+635
SMIZ icon
134
Zacks Small/Mid Cap ETF
SMIZ
$236M
$1.14M 0.18%
29,582
+4,146
VHT icon
135
Vanguard Health Care ETF
VHT
$16.3B
$1.14M 0.17%
3,959
+469
JAVA icon
136
JPMorgan Active Value ETF
JAVA
$6.29B
$1.13M 0.17%
15,139
+5,145
XLF icon
137
State Street Financial Select Sector SPDR ETF
XLF
$51.2B
$1.1M 0.17%
20,665
+4,389
V icon
138
Visa
V
$596B
$1.09M 0.17%
3,379
-69
PFE icon
139
Pfizer
PFE
$155B
$1.07M 0.16%
40,348
-3,592
COP icon
140
ConocoPhillips
COP
$147B
$1.03M 0.16%
9,838
-1,197
GMAR icon
141
FT Vest US Equity Moderate Buffer ETF March
GMAR
$390M
$1.02M 0.16%
24,883
USB icon
142
US Bancorp
USB
$88.4B
$1.02M 0.16%
18,183
+5,971
CSCO icon
143
Cisco
CSCO
$354B
$1.01M 0.15%
12,909
+842
KO icon
144
Coca-Cola
KO
$322B
$1M 0.15%
13,413
+781
VOOG icon
145
Vanguard S&P 500 Growth ETF
VOOG
$3.89B
$995K 0.15%
2,227
-52
GMAY icon
146
FT Vest US Equity Moderate Buffer ETF May
GMAY
$296M
$980K 0.15%
23,592
AGZ icon
147
iShares Agency Bond ETF
AGZ
$549M
$974K 0.15%
8,829
+24
PRU icon
148
Prudential Financial
PRU
$33.5B
$973K 0.15%
8,757
+6,349
TFC icon
149
Truist Financial
TFC
$63.4B
$970K 0.15%
18,857
-394
JGRO icon
150
JPMorgan Active Growth ETF
JGRO
$9.02B
$963K 0.15%
10,549
+2,705
4 5
6
7 8