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
251
$404K 0.07%
1,704
-160
252
$400K 0.07%
171
+25
253
$398K 0.07%
+1,154
254
$398K 0.07%
797
+4
255
$391K 0.06%
19,029
+494
256
$390K 0.06%
3,619
257
$388K 0.06%
2,110
+163
258
$387K 0.06%
510
+5
259
$386K 0.06%
3,437
-32
260
$384K 0.06%
1,672
+110
261
$379K 0.06%
8,989
-1,145
262
$377K 0.06%
2,493
263
$372K 0.06%
2,788
+213
264
$371K 0.06%
+2,404
265
$371K 0.06%
14,435
-3,714
266
$369K 0.06%
4,399
+33
267
$362K 0.06%
3,942
-96
268
$357K 0.06%
512
-125
269
$357K 0.06%
4,273
+17
270
$353K 0.06%
3,617
+146
271
$353K 0.06%
772
+2
272
$349K 0.06%
2,822
+483
273
$348K 0.06%
3,376
274
$348K 0.06%
1,730
+87
275
$345K 0.06%
5,304
-1,107