IP
Ignite Planners Portfolio holdings
AUM $511M
AUM
$511M
AUM Growth
+$55M (+12%)
Cap. Flow
+$77.8M
Cap. Flow % of AUM
15.22%
Top 10 Holdings %Top 10 Hldgs %
25.93%
Holding
342
New
40
Increased
202
Reduced
79
Closed
13
Top Buys
| 1 | $8.23M | |
| 2 | $7.03M | |
| 3 | $4.73M | |
| 4 | $3.31M | |
| 5 | $2.83M |
Top Sells
| 1 | $4.99M | |
| 2 | $2.49M | |
| 3 | $1.56M | |
| 4 | $1.38M | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $424K | 0.08% | 463 +63 | +16% | +$57.7K | |||
| $420K | 0.08% | 8,746 -1,475 | -14% | -$70.9K | |||
| $417K | 0.08% | 1,991 +136 | +7% | +$28.5K | |||
| $410K | 0.08% | 291 -50 | -15% | -$70.4K | |||
| $406K | 0.08% | 6,565 +1,144 | +21% | +$70.8K | |||
| $403K | 0.08% | 3,905 +142 | +4% | +$14.7K | |||
| $397K | 0.08% | 827 +341 | +70% | +$164K | |||
| $392K | 0.08% | 13,705 -87,009 | -86% | -$2.49M | |||
| $391K | 0.08% | 2,934 | New | +$391K | |||
| $390K | 0.08% | 1,660 -63 | -4% | -$14.8K | |||
| $388K | 0.08% | 10,179 +4,077 | +67% | +$155K | |||
| $386K | 0.08% | 794 +134 | +20% | +$65.2K | |||
| $382K | 0.07% | 13,253 +2,124 | +19% | +$61.2K | |||
| $381K | 0.07% | 797 +104 | +15% | +$49.7K | |||
| $379K | 0.07% | 1,519 +90 | +6% | +$22.4K | |||
| $378K | 0.07% | 5,852 +8 | +0.1% | +$516 | |||
| $377K | 0.07% | 101 -8 | -7% | -$29.9K | |||
| $377K | 0.07% | 985 +113 | +13% | +$43.2K | |||
| $375K | 0.07% | 622 +55 | +10% | +$33.1K | |||
| $363K | 0.07% | 17,670 +300 | +2% | +$6.17K | |||
| $354K | 0.07% | 1,591 +31 | +2% | +$6.89K | |||
| $347K | 0.07% | 1,571 -313 | -17% | -$69.1K | |||
| $344K | 0.07% | 834 +74 | +10% | +$30.5K | |||
| $343K | 0.07% | 3,376 +82 | +2% | +$8.33K | |||
| $339K | 0.07% | 5,956 +2,538 | +74% | +$144K |
