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
201
$590K 0.1%
12,212
-144
202
$589K 0.1%
8,835
-419
203
$588K 0.1%
14,500
+675
204
$586K 0.1%
1,787
-53
205
$583K 0.1%
5,072
+2,800
206
$582K 0.1%
947
-1
207
$580K 0.1%
1,463
208
$579K 0.09%
497
+20
209
$574K 0.09%
+24,748
210
$573K 0.09%
1,680
+50
211
$571K 0.09%
879
+31
212
$561K 0.09%
15,197
213
$557K 0.09%
1,246
+13
214
$555K 0.09%
+10,987
215
$554K 0.09%
11,800
-311
216
$553K 0.09%
21,255
-440
217
$551K 0.09%
3,926
+135
218
$548K 0.09%
29,944
-424
219
$543K 0.09%
4,503
-86
220
$540K 0.09%
6,558
+192
221
$532K 0.09%
14,444
-822
222
$530K 0.09%
17,735
-835
223
$523K 0.09%
35,048
224
$523K 0.09%
5,502
-218
225
$498K 0.08%
7,433
-79
7 8
9
10 11