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
$260M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$3.35M
3
+$1.13M
4
GLD icon
SPDR Gold Trust
GLD
+$468K
5
ETY icon
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
+$446K

Top Sells

1
+$4.09M
2
+$1.67M
3
+$1.26M
4
DSEP icon
FT Vest US Equity Deep Buffer ETF September
DSEP
+$1.14M
5
FMAY icon
FT Vest US Equity Buffer ETF May
FMAY
+$684K

Sector Composition

1 Technology 17.63%
2 Financials 6.59%
3 Consumer Discretionary 6.24%
4 Industrials 4.87%
5 Healthcare 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$385K 0.15%
10,287
152
$383K 0.15%
39,558
-1,135
153
$383K 0.15%
1,753
+55
154
$382K 0.15%
+3,746
155
$381K 0.15%
2,715
+18
156
$381K 0.15%
27,414
-1,164
157
$371K 0.14%
4,294
-5
158
$371K 0.14%
11,197
-166
159
$369K 0.14%
9,324
160
$369K 0.14%
1,787
+125
161
$367K 0.14%
2,056
162
$361K 0.14%
7,277
-1,466
163
$355K 0.14%
+4,501
164
$354K 0.14%
3,358
-721
165
$354K 0.14%
7,815
+30
166
$351K 0.13%
5,917
167
$349K 0.13%
3,233
168
$347K 0.13%
16,269
-832
169
$347K 0.13%
3,231
170
$347K 0.13%
14,481
-306
171
$345K 0.13%
5,790
-1,323
172
$339K 0.13%
1,669
+81
173
$337K 0.13%
3,996
+212
174
$331K 0.13%
5,310
-15
175
$329K 0.13%
746
-731
5 6
7
8 9