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

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
226
$424K 0.08%
463
+63
227
$420K 0.08%
8,746
-1,475
228
$417K 0.08%
1,991
+136
229
$410K 0.08%
4,365
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230
$406K 0.08%
6,565
+1,144
231
$403K 0.08%
3,905
+142
232
$397K 0.08%
827
+341
233
$392K 0.08%
13,705
-87,009
234
$391K 0.08%
+2,934
235
$390K 0.08%
1,660
-63
236
$388K 0.08%
10,179
+4,077
237
$386K 0.08%
794
+134
238
$382K 0.07%
13,253
+2,124
239
$381K 0.07%
797
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240
$379K 0.07%
1,519
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241
$378K 0.07%
5,852
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$377K 0.07%
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243
$377K 0.07%
985
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244
$375K 0.07%
622
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245
$363K 0.07%
17,670
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246
$354K 0.07%
1,591
+31
247
$347K 0.07%
1,571
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248
$344K 0.07%
834
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249
$343K 0.07%
3,376
+82
250
$339K 0.07%
5,956
+2,538