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
201
$408K 0.09%
400
+8
202
$395K 0.09%
10,474
+90
203
$388K 0.09%
1,560
+7
204
$382K 0.08%
3,754
-25
205
$380K 0.08%
1,617
+20
206
$372K 0.08%
1,782
+14
207
$366K 0.08%
2,253
-137
208
$365K 0.08%
+17,370
209
$360K 0.08%
760
-5
210
$356K 0.08%
109
-16
211
$350K 0.08%
4,060
+28
212
$350K 0.08%
1,574
213
$349K 0.08%
9,315
-2,171
214
$349K 0.08%
2,053
-432
215
$349K 0.08%
2,784
-25
216
$349K 0.08%
12,925
+1,403
217
$348K 0.08%
10,102
218
$345K 0.08%
1,855
+295
219
$341K 0.07%
3,763
+33
220
$337K 0.07%
3,294
-68
221
$334K 0.07%
3,632
+46
222
$334K 0.07%
693
-164
223
$333K 0.07%
1,188
+15
224
$324K 0.07%
22,813
-844
225
$322K 0.07%
+2,445
7 8
9
10 11