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
201
$336K 0.08%
3,400
+1,233
202
$335K 0.08%
5,605
-521
203
$330K 0.08%
+1,791
204
$323K 0.08%
+3,810
205
$321K 0.08%
694
+1
206
$317K 0.08%
23,957
-5,019
207
$316K 0.08%
5,736
+41
208
$315K 0.08%
3,666
209
$313K 0.08%
3,558
+92
210
$311K 0.08%
3,740
-108
211
$311K 0.08%
5,117
+343
212
$311K 0.08%
6,295
-2,480
213
$310K 0.08%
1,172
+15
214
$307K 0.07%
388
+10
215
$306K 0.07%
12,393
-840
216
$304K 0.07%
455
-6
217
$304K 0.07%
3,564
-312
218
$299K 0.07%
4,037
+53
219
$295K 0.07%
4,403
-275
220
$291K 0.07%
907
-208
221
$290K 0.07%
2,028
+412
222
$290K 0.07%
1,118
+4
223
$289K 0.07%
2,522
+60
224
$286K 0.07%
658
-411
225
$282K 0.07%
3,695
+458
7 8
9
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