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

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
226
$496K 0.08%
1,009
+28
227
$493K 0.08%
5,868
+134
228
$487K 0.08%
4,332
+253
229
$487K 0.08%
6,096
-482
230
$484K 0.08%
795
+2
231
$475K 0.08%
8,078
-199
232
$468K 0.08%
5,992
233
$457K 0.07%
2,141
-67
234
$457K 0.07%
5,797
-152
235
$456K 0.07%
14,175
-100
236
$447K 0.07%
6,610
+15
237
$443K 0.07%
2,156
+114
238
$441K 0.07%
1,577
-3
239
$440K 0.07%
14,669
+783
240
$439K 0.07%
2,240
-1
241
$433K 0.07%
101
242
$432K 0.07%
11,516
+248
243
$432K 0.07%
5,852
244
$423K 0.07%
4,997
-683
245
$421K 0.07%
1,302
-312
246
$417K 0.07%
8,060
-150
247
$415K 0.07%
2,480
+148
248
$415K 0.07%
2,026
+106
249
$413K 0.07%
6,354
+1,395
250
$407K 0.07%
1,620
+6