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
$511M
AUM Growth
+$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.03M
3
+$4.73M
4
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$3.31M
5
QCOM icon
Qualcomm
QCOM
+$2.83M

Top Sells

1
+$4.99M
2
+$2.49M
3
+$1.56M
4
FMAY icon
FT Vest US Equity Buffer ETF May
FMAY
+$1.38M
5
DJUL icon
FT Vest US Equity Deep Buffer ETF July
DJUL
+$1.03M

Sector Composition

1 Technology 12.69%
2 Financials 7.38%
3 Consumer Discretionary 4.17%
4 Communication Services 3.43%
5 Consumer Staples 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$752K 0.15%
3,696
+496
152
$733K 0.14%
3,993
+2,419
153
$728K 0.14%
27,788
+6,941
154
$724K 0.14%
18,763
+1,264
155
$710K 0.14%
1,265
-545
156
$707K 0.14%
+19,233
157
$691K 0.14%
35,250
-2,550
158
$680K 0.13%
3,194
+248
159
$663K 0.13%
21,578
+8,832
160
$660K 0.13%
47,212
+913
161
$658K 0.13%
15,726
+2,886
162
$655K 0.13%
+5,112
163
$645K 0.13%
5,796
+72
164
$645K 0.13%
2,273
+407
165
$640K 0.13%
94,766
+19,645
166
$637K 0.12%
23,938
+3,550
167
$637K 0.12%
10,957
+2,849
168
$627K 0.12%
+3,655
169
$623K 0.12%
9,891
+14
170
$621K 0.12%
4,742
+280
171
$608K 0.12%
12,885
+480
172
$605K 0.12%
2,451
+386
173
$602K 0.12%
7,535
-1,061
174
$597K 0.12%
4,954
-783
175
$586K 0.11%
1,133
-48
5 6
7
8 9