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
$456M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$2.91M
3
+$1.34M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.24M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.18M

Top Sells

1
+$4.24M
2
+$4.21M
3
+$1.13M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$918K
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$861K

Sector Composition

1 Technology 12.26%
2 Financials 6.27%
3 Consumer Discretionary 4.81%
4 Communication Services 3.37%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$579K 0.13%
1,523
-4
152
$576K 0.13%
6,570
+105
153
$564K 0.12%
18,411
+847
154
$559K 0.12%
5,724
+235
155
$558K 0.12%
9,877
+398
156
$557K 0.12%
12,840
+1,734
157
$556K 0.12%
15,447
158
$554K 0.12%
6,333
-40
159
$552K 0.12%
8,970
-14,923
160
$550K 0.12%
3,200
-20
161
$542K 0.12%
3,622
+23
162
$541K 0.12%
8,388
+68
163
$540K 0.12%
20,388
+2,415
164
$538K 0.12%
+26,505
165
$537K 0.12%
9,401
+754
166
$536K 0.12%
10,975
+24
167
$528K 0.12%
5,323
-778
168
$527K 0.12%
11,463
+300
169
$518K 0.11%
4,187
+626
170
$513K 0.11%
10,221
+2,836
171
$512K 0.11%
11,782
-96,800
172
$512K 0.11%
5,527
+5
173
$510K 0.11%
13,825
174
$508K 0.11%
4,462
+14
175
$507K 0.11%
1,524
+251
5 6
7
8 9