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
176
$420K 0.1%
+3,795
177
$417K 0.1%
15,444
-100,794
178
$414K 0.1%
62,937
+9,424
179
$408K 0.1%
12,756
-1,645
180
$404K 0.1%
1,889
-85
181
$404K 0.1%
1,584
+10
182
$402K 0.1%
5,391
+317
183
$396K 0.1%
916
+18
184
$389K 0.09%
1,848
-276
185
$386K 0.09%
+2,222
186
$383K 0.09%
1,603
+43
187
$382K 0.09%
4,292
+501
188
$378K 0.09%
609
+13
189
$376K 0.09%
+5,244
190
$373K 0.09%
2,390
191
$372K 0.09%
5,359
+122
192
$372K 0.09%
1,753
+42
193
$372K 0.09%
10,384
+150
194
$369K 0.09%
2,550
+42
195
$369K 0.09%
+7,191
196
$364K 0.09%
2,030
-16
197
$360K 0.09%
5,265
198
$359K 0.09%
6,188
+790
199
$352K 0.09%
125
-3
200
$345K 0.08%
1,311
+167
6 7
8
9 10