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 | |
|---|---|---|---|---|---|---|---|
| $338K | 0.07% | 4,297 +237 | +6% | +$18.6K | |||
| $337K | 0.07% | 147 +10 | +7% | +$22.9K | |||
| $336K | 0.07% | 4,387 | New | +$336K | |||
| $335K | 0.07% | 11,268 +1,166 | +12% | +$34.6K | |||
| $332K | 0.07% | 10,395 | New | +$332K | |||
| $329K | 0.06% | 2,254 +1 | +0% | +$146 | |||
| $318K | 0.06% | 779 +2 | +0.3% | +$817 | |||
| $317K | 0.06% | 1,741 +28 | +2% | +$5.1K | |||
| $316K | 0.06% | 4,395 +816 | +23% | +$58.6K | |||
| $316K | 0.06% | 14,096 -3,115 | -18% | -$69.7K | |||
| $312K | 0.06% | 2,448 +226 | +10% | +$28.8K | |||
| $312K | 0.06% | 1,391 +104 | +8% | +$23.3K | |||
| $311K | 0.06% | 678 +61 | +10% | +$28K | |||
| $311K | 0.06% | 2,201 | New | +$311K | |||
| $309K | 0.06% | 6,224 | New | +$309K | |||
| $304K | 0.06% | 4,594 | New | +$304K | |||
| $303K | 0.06% | 607 | New | +$303K | |||
| $303K | 0.06% | 1,913 +584 | +44% | +$92.4K | |||
| $301K | 0.06% | 2,470 +264 | +12% | +$32.2K | |||
| $301K | 0.06% | 8,606 -709 | -8% | -$24.8K | |||
| $301K | 0.06% | 493 +74 | +18% | +$45.1K | |||
| $298K | 0.06% | 2,493 -2,377 | -49% | -$284K | |||
| $290K | 0.06% | 3,002 +218 | +8% | +$21.1K | |||
| $288K | 0.06% | 6,052 +10 | +0.2% | +$476 | |||
| $286K | 0.06% | 15,919 +3,732 | +31% | +$67.1K |
