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
176
$328K 0.13%
5,128
177
$328K 0.13%
2,860
+156
178
$327K 0.13%
4,732
-2,148
179
$324K 0.12%
13,496
+3,294
180
$323K 0.12%
5,612
-237
181
$323K 0.12%
2,315
+89
182
$321K 0.12%
+3,467
183
$321K 0.12%
14,914
-3,000
184
$319K 0.12%
129
-1
185
$318K 0.12%
2,605
-69
186
$316K 0.12%
+14,307
187
$311K 0.12%
4,190
-506
188
$310K 0.12%
2,740
+69
189
$310K 0.12%
6,597
190
$309K 0.12%
3,284
-500
191
$307K 0.12%
4,270
-290
192
$306K 0.12%
2,054
+442
193
$305K 0.12%
7,024
194
$297K 0.11%
4,452
+300
195
$294K 0.11%
884
+36
196
$291K 0.11%
1,359
-64
197
$287K 0.11%
5,413
-492
198
$285K 0.11%
588
-10
199
$283K 0.11%
1,323
-220
200
$282K 0.11%
2,679
6 7
8
9 10