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
176
$706K 0.12%
5,269
+100
177
$690K 0.11%
4,265
+1,066
178
$689K 0.11%
9,994
+683
179
$686K 0.11%
27,756
+771
180
$683K 0.11%
10,029
+401
181
$682K 0.11%
3,024
+299
182
$682K 0.11%
15,491
-536
183
$676K 0.11%
+26,500
184
$675K 0.11%
7,554
-21
185
$674K 0.11%
15,897
+115
186
$669K 0.11%
3,527
+1,237
187
$668K 0.11%
63,062
-3,444
188
$668K 0.11%
28,472
189
$653K 0.11%
6,773
-98
190
$647K 0.11%
4,830
+116
191
$644K 0.11%
2,282
+53
192
$636K 0.1%
53,861
+8,058
193
$635K 0.1%
13,631
-388
194
$635K 0.1%
28,845
-453
195
$605K 0.1%
3,094
196
$604K 0.1%
13,017
-223
197
$602K 0.1%
8,418
+22
198
$601K 0.1%
2,215
-42
199
$594K 0.1%
2,481
+79
200
$590K 0.1%
18,338
-212
6 7
8
9 10