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
201
$282K 0.11%
412
-27
202
$281K 0.11%
35,859
-541
203
$278K 0.11%
5,325
204
$277K 0.11%
24,526
+63
205
$272K 0.1%
633
+140
206
$270K 0.1%
7,268
+21
207
$268K 0.1%
4,293
-214
208
$268K 0.1%
1,279
+88
209
$268K 0.1%
4,330
210
$267K 0.1%
872
-107
211
$266K 0.1%
9,500
212
$261K 0.1%
6,672
213
$260K 0.1%
5,692
+345
214
$260K 0.1%
603
+4
215
$258K 0.1%
7,225
+700
216
$256K 0.1%
2,455
-136
217
$256K 0.1%
5,234
-219
218
$256K 0.1%
1,017
219
$255K 0.1%
+1,327
220
$255K 0.1%
2,934
221
$240K 0.09%
4,822
-1,050
222
$240K 0.09%
3,324
+162
223
$238K 0.09%
1,620
224
$231K 0.09%
1,141
+118
225
$230K 0.09%
3,756
7 8
9
10 11