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
176
$507K 0.11%
11,204
+826
177
$502K 0.11%
4,790
+2,519
178
$496K 0.11%
926
+6
179
$491K 0.11%
5,737
+140
180
$489K 0.11%
6,225
+1,822
181
$489K 0.11%
17,690
+1,173
182
$487K 0.11%
1,866
-9
183
$481K 0.11%
2,890
-175
184
$477K 0.1%
8,108
+936
185
$466K 0.1%
5,549
+376
186
$455K 0.1%
5,844
187
$454K 0.1%
2,797
+141
188
$453K 0.1%
5,507
+113
189
$452K 0.1%
2,065
+23
190
$452K 0.1%
20,162
+483
191
$443K 0.1%
5,684
-2,765
192
$439K 0.1%
7,541
+690
193
$436K 0.1%
1,656
+7
194
$432K 0.09%
4,721
+2,212
195
$431K 0.09%
1,884
+28
196
$430K 0.09%
12,746
+3,287
197
$424K 0.09%
1,723
198
$423K 0.09%
1,737
+394
199
$411K 0.09%
5,115
200
$409K 0.09%
17,211
+3,220
6 7
8
9 10