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
$511M
AUM Growth
+$55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.03M
3
+$4.73M
4
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$3.31M
5
QCOM icon
Qualcomm
QCOM
+$2.83M

Top Sells

1
+$4.99M
2
+$2.49M
3
+$1.56M
4
FMAY icon
FT Vest US Equity Buffer ETF May
FMAY
+$1.38M
5
DJUL icon
FT Vest US Equity Deep Buffer ETF July
DJUL
+$1.03M

Sector Composition

1 Technology 12.69%
2 Financials 7.38%
3 Consumer Discretionary 4.17%
4 Communication Services 3.43%
5 Consumer Staples 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$498K 0.1%
1,851
+327
202
$498K 0.1%
13,825
203
$496K 0.1%
12,252
+1,277
204
$491K 0.1%
15,197
-250
205
$490K 0.1%
1,805
+149
206
$487K 0.1%
8,303
+762
207
$483K 0.09%
20,560
+398
208
$482K 0.09%
3,092
209
$479K 0.09%
7,320
+750
210
$473K 0.09%
2,861
+64
211
$472K 0.09%
6,230
+723
212
$471K 0.09%
1,437
-86
213
$470K 0.09%
5,648
+325
214
$456K 0.09%
7,662
-2,287
215
$455K 0.09%
968
+42
216
$452K 0.09%
15,365
+2,440
217
$450K 0.09%
+40,175
218
$450K 0.09%
+2,053
219
$447K 0.09%
5,670
-14
220
$444K 0.09%
5,807
-117
221
$439K 0.09%
+4,605
222
$438K 0.09%
18,149
+8,164
223
$436K 0.09%
+5,571
224
$431K 0.08%
2,494
+712
225
$427K 0.08%
3,970
+338
7 8
9
10 11