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
$410M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$6.1M
3
+$4.23M
4
QMAR icon
FT Vest Growth-100 Buffer ETF March
QMAR
+$2.89M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.46M

Top Sells

1
+$3.37M
2
+$2.72M
3
+$424K
4
GE icon
GE Aerospace
GE
+$368K
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$338K

Sector Composition

1 Technology 13.25%
2 Financials 6.05%
3 Consumer Discretionary 4.41%
4 Communication Services 3.54%
5 Consumer Staples 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$524K 0.13%
1,180
+16
152
$513K 0.13%
15,983
+535
153
$502K 0.12%
2,854
+15
154
$491K 0.12%
925
+153
155
$488K 0.12%
11,163
156
$486K 0.12%
3,565
-5
157
$484K 0.12%
4,450
+120
158
$480K 0.12%
2,790
-122
159
$477K 0.12%
22,009
+2,050
160
$475K 0.12%
5,844
161
$469K 0.11%
3,932
+6
162
$468K 0.11%
16,580
+2,428
163
$464K 0.11%
15,590
-400
164
$464K 0.11%
9,936
-90
165
$461K 0.11%
1,637
+15
166
$460K 0.11%
6,904
-480
167
$460K 0.11%
4,421
+17
168
$455K 0.11%
15,568
+355
169
$450K 0.11%
7,435
+700
170
$440K 0.11%
9,670
-692
171
$437K 0.11%
3,124
+32
172
$434K 0.11%
13,301
+237
173
$427K 0.1%
10,944
+67
174
$424K 0.1%
10,615
+489
175
$421K 0.1%
5,532
+2
5 6
7
8 9