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
251
$338K 0.07%
4,297
+237
252
$337K 0.07%
147
+10
253
$336K 0.07%
+4,387
254
$335K 0.07%
11,268
+1,166
255
$332K 0.07%
+10,395
256
$329K 0.06%
2,254
+1
257
$318K 0.06%
779
+2
258
$317K 0.06%
1,741
+28
259
$316K 0.06%
4,395
+816
260
$316K 0.06%
14,096
-3,115
261
$312K 0.06%
2,448
+226
262
$312K 0.06%
1,391
+104
263
$311K 0.06%
678
+61
264
$311K 0.06%
+2,201
265
$309K 0.06%
+6,224
266
$304K 0.06%
+4,594
267
$303K 0.06%
+607
268
$303K 0.06%
1,913
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269
$301K 0.06%
2,470
+264
270
$301K 0.06%
8,606
-709
271
$301K 0.06%
493
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272
$298K 0.06%
2,493
-2,377
273
$290K 0.06%
3,002
+218
274
$288K 0.06%
6,052
+10
275
$286K 0.06%
15,919
+3,732