IP

Ignite Planners Portfolio holdings

AUM $653M
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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 6.54%
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
GNOV icon
151
FT Vest US Equity Moderate Buffer ETF November
GNOV
$307M
$962K 0.15%
24,094
-16,784
DOCT
152
FT Vest US Equity Deep Buffer ETF October
DOCT
$374M
$951K 0.15%
21,341
-1,125
MCD icon
153
McDonald's
MCD
$236B
$934K 0.14%
2,964
-75
FMAR icon
154
FT Vest US Equity Buffer ETF March
FMAR
$960M
$913K 0.14%
19,113
TSM icon
155
TSMC
TSM
$1.85T
$901K 0.14%
2,726
-7
IVV icon
156
iShares Core S&P 500 ETF
IVV
$749B
$901K 0.14%
1,296
+76
SLV icon
157
iShares Silver Trust
SLV
$43B
$900K 0.14%
11,927
-3,970
IJR icon
158
iShares Core S&P Small-Cap ETF
IJR
$95.9B
$874K 0.13%
6,878
+357
XLK icon
159
State Street Technology Select Sector SPDR ETF
XLK
$88.4B
$865K 0.13%
6,012
-204
UMC icon
160
United Microelectronic
UMC
$24.9B
$865K 0.13%
84,928
-25,740
NFLX icon
161
Netflix
NFLX
$417B
$854K 0.13%
10,232
-918
DXJ icon
162
WisdomTree Japan Hedged Equity Fund
DXJ
$6.34B
$851K 0.13%
5,569
+3,805
BND icon
163
Vanguard Total Bond Market
BND
$151B
$850K 0.13%
11,445
+7,500
KNG icon
164
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.53B
$849K 0.13%
16,583
+1,824
EW icon
165
Edwards Lifesciences
EW
$49.5B
$843K 0.13%
10,366
-75
VPU icon
166
Vanguard Utilities ETF
VPU
$8.74B
$838K 0.13%
4,457
+635
DMAY icon
167
FT Vest US Equity Deep Buffer ETF May
DMAY
$300M
$835K 0.13%
18,368
-2,754
JBND icon
168
JPMorgan Active Bond ETF
JBND
$6.57B
$833K 0.13%
15,385
+10,731
LYB icon
169
LyondellBasell Industries
LYB
$19.9B
$832K 0.13%
16,976
+1,117
AMGN icon
170
Amgen
AMGN
$204B
$830K 0.13%
2,427
+145
SAUG icon
171
FT Vest US Small Cap Moderate Buffer ETF August
SAUG
$97M
$815K 0.12%
31,213
-1,500
YSEP icon
172
FT Vest International Equity Buffer ETF September
YSEP
$125M
$798K 0.12%
29,954
+3,454
BIDU icon
173
Baidu
BIDU
$40.9B
$775K 0.12%
5,057
-1,998
DVY icon
174
iShares Select Dividend ETF
DVY
$22.6B
$759K 0.12%
5,045
-82
SNOV icon
175
FT Vest US Small Cap Moderate Buffer ETF November
SNOV
$114M
$753K 0.12%
29,821
+2,065
5 6
7
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