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
$610M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$657K
3
+$557K
4
FSEP icon
FT Vest US Equity Buffer ETF September
FSEP
+$542K
5
SAUG icon
FT Vest US Small Cap Moderate Buffer ETF August
SAUG
+$491K

Top Sells

1
+$1.1M
2
+$574K
3
+$568K
4
SNPS icon
Synopsys
SNPS
+$411K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$346K

Sector Composition

1 Technology 14.17%
2 Financials 7.04%
3 Consumer Discretionary 4.43%
4 Communication Services 3.79%
5 Consumer Staples 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$880K 0.14%
7,932
+86
152
$880K 0.14%
19,251
+24
153
$877K 0.14%
16,276
+3,161
154
$876K 0.14%
6,216
-140
155
$839K 0.14%
110,668
-2,504
156
$838K 0.14%
12,632
-174
157
$827K 0.14%
8,571
-245
158
$826K 0.14%
12,067
+353
159
$819K 0.13%
32,713
+20,229
160
$816K 0.13%
1,220
-1
161
$812K 0.13%
10,441
162
$779K 0.13%
124,314
-4,112
163
$778K 0.13%
15,859
-76
164
$775K 0.13%
6,521
-143
165
$763K 0.13%
2,733
+123
166
$755K 0.12%
28,213
+285
167
$739K 0.12%
5,762
-208
168
$735K 0.12%
7,844
+198
169
$729K 0.12%
5,127
+7
170
$728K 0.12%
14,759
-106
171
$724K 0.12%
3,822
+104
172
$721K 0.12%
31,054
+13,384
173
$716K 0.12%
17,656
-425
174
$715K 0.12%
44,956
+358
175
$709K 0.12%
27,990
-1,740
5 6
7
8 9