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
1
$25.7M 5.63%
906,844
-7,588
2
$18.3M 4.01%
596,312
+38,483
3
$17.3M 3.8%
71,190
-517
4
$14.6M 3.2%
101,025
-766
5
$10.3M 2.26%
24,382
+380
6
$8.95M 1.96%
180,579
-17,375
7
$8.43M 1.85%
69,198
-1,454
8
$8.12M 1.78%
13,722
+268
9
$8.04M 1.76%
190,379
-12,240
10
$8.01M 1.76%
258,406
-742
11
$7.34M 1.61%
224,314
+8,766
12
$7.06M 1.55%
31,501
+73
13
$6.97M 1.53%
16,976
-2,744
14
$6.76M 1.48%
282,194
+6,260
15
$6.6M 1.45%
192,466
+9,826
16
$6.49M 1.42%
126,490
+4,687
17
$6.45M 1.41%
136,075
+4,894
18
$5.91M 1.3%
128,432
+6,042
19
$5.23M 1.15%
91,555
+2,037
20
$5.2M 1.14%
221,839
+52,708
21
$4.92M 1.08%
140,159
22
$4.78M 1.05%
8,781
+430
23
$4.76M 1.04%
99,753
+60,961
24
$4.73M 1.04%
7,478
+1,116
25
$4.62M 1.01%
7,650
+98
1
2 3 4 5