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
1
$23.4M 4.58%
109,775
+38,585
2
$22.5M 4.41%
876,067
-30,777
3
$19.9M 3.89%
671,211
+74,899
4
$12.4M 2.42%
110,892
+9,867
5
$12.2M 2.39%
28,644
+4,262
6
$9.73M 1.9%
18,343
+13,258
7
$8.75M 1.71%
278,108
+19,702
8
$8.14M 1.59%
42,771
+11,270
9
$7.87M 1.54%
237,787
+13,473
10
$7.63M 1.49%
13,669
-53
11
$7.46M 1.46%
319,573
+37,379
12
$7.13M 1.4%
153,039
+24,607
13
$7.11M 1.39%
147,834
+11,759
14
$6.94M 1.36%
65,937
-3,261
15
$6.88M 1.35%
182,278
-10,188
16
$6.76M 1.32%
165,123
-25,256
17
$6.36M 1.25%
128,922
+2,432
18
$5.01M 0.98%
9,765
+984
19
$4.98M 0.97%
17,743
+767
20
$4.87M 0.95%
142,759
+2,600
21
$4.85M 0.95%
8,478
+828
22
$4.73M 0.93%
+233,804
23
$4.69M 0.92%
102,391
+7,870
24
$4.62M 0.9%
90,423
-1,132
25
$4.35M 0.85%
4,352
+318
1
2 3 4 5