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
$648M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$2.53M
3
+$1.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.24M
5
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$1.1M

Top Sells

1
+$2.36M
2
+$800K
3
+$775K
4
BABA icon
Alibaba
BABA
+$676K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$539K

Sector Composition

1 Technology 12.28%
2 Financials 6.69%
3 Consumer Discretionary 3.63%
4 Communication Services 3.48%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
151
Visa
V
$603B
$999K 0.15%
3,313
-66
VPU icon
152
Vanguard Utilities ETF
VPU
$8.46B
$980K 0.15%
4,898
+441
USB icon
153
US Bancorp
USB
$84.7B
$968K 0.15%
18,584
+401
MCD icon
154
McDonald's
MCD
$196B
$965K 0.15%
3,098
+134
IJR icon
155
iShares Core S&P Small-Cap ETF
IJR
$104B
$958K 0.15%
7,667
+789
FMAR icon
156
FT Vest US Equity Buffer ETF March
FMAR
$1.17B
$947K 0.15%
19,538
+425
TSM icon
157
TSMC
TSM
$2.32T
$921K 0.14%
2,726
FJUN icon
158
FT Vest US Equity Buffer ETF June
FJUN
$1.17B
$921K 0.14%
16,300
-4,231
VOOG icon
159
Vanguard S&P 500 Growth ETF
VOOG
$26.3B
$909K 0.14%
13,368
+6
DOCT
160
FT Vest US Equity Deep Buffer ETF October
DOCT
$389M
$905K 0.14%
20,829
-512
DNOV icon
161
FT Vest US Equity Deep Buffer ETF November
DNOV
$393M
$902K 0.14%
18,834
-6,600
XLF icon
162
State Street Financial Select Sector SPDR ETF
XLF
$49.6B
$895K 0.14%
18,213
-2,452
AMGN icon
163
Amgen
AMGN
$177B
$885K 0.14%
2,517
+90
TFC icon
164
Truist Financial
TFC
$60B
$882K 0.14%
19,213
+356
DXJ icon
165
WisdomTree Japan Hedged Equity Fund
DXJ
$6.81B
$867K 0.13%
5,468
-101
PRU icon
166
Prudential Financial
PRU
$35.7B
$867K 0.13%
8,874
+117
XLK icon
167
State Street Technology Select Sector SPDR ETF
XLK
$129B
$843K 0.13%
6,344
+332
IVV icon
168
iShares Core S&P 500 ETF
IVV
$846B
$841K 0.13%
1,288
-8
GNOV icon
169
FT Vest US Equity Moderate Buffer ETF November
GNOV
$305M
$832K 0.13%
21,358
-2,736
EW icon
170
Edwards Lifesciences
EW
$50.5B
$830K 0.13%
10,366
MRK icon
171
Merck
MRK
$286B
$826K 0.13%
6,855
+393
DMAY icon
172
FT Vest US Equity Deep Buffer ETF May
DMAY
$353M
$809K 0.13%
18,014
-354
SCHV icon
173
Schwab US Large-Cap Value ETF
SCHV
$15.7B
$798K 0.12%
26,162
+11,137
EME icon
174
Emcor
EME
$36.8B
$797K 0.12%
1,080
+90
PSLV icon
175
Sprott Physical Silver Trust
PSLV
$15.2B
$790K 0.12%
31,786
+10,136
5 6
7
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