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 | |
|---|---|---|---|---|---|---|---|
| $286K | 0.06% | 2,774 +204 | +8% | +$21K | |||
| $284K | 0.06% | 3,883 +76 | +2% | +$5.55K | |||
| $281K | 0.06% | 1,693 +174 | +11% | +$28.9K | |||
| $281K | 0.06% | 10,676 +684 | +7% | +$18K | |||
| $279K | 0.05% | 3,892 -23 | -0.6% | -$1.65K | |||
| $278K | 0.05% | 1,869 -184 | -9% | -$27.4K | |||
| $275K | 0.05% | 21,933 -880 | -4% | -$11K | |||
| $274K | 0.05% | 5,251 | – | – | |||
| $271K | 0.05% | 1,284 +242 | +23% | +$51K | |||
| $266K | 0.05% | 836 -352 | -30% | -$112K | |||
| $264K | 0.05% | 3,376 -290 | -8% | -$22.7K | |||
| $262K | 0.05% | 1,628 +126 | +8% | +$20.3K | |||
| $262K | 0.05% | 2,053 | New | +$262K | |||
| $261K | 0.05% | 1,328 -289 | -18% | -$56.9K | |||
| $258K | 0.05% | 4,300 -405 | -9% | -$24.3K | |||
| $257K | 0.05% | 856 +53 | +7% | +$15.9K | |||
| $250K | 0.05% | 2,820 -3 | -0.1% | -$266 | |||
| $243K | 0.05% | 3,448 -178 | -5% | -$12.6K | |||
| $242K | 0.05% | 2,664 +441 | +20% | +$40.1K | |||
| $241K | 0.05% | 2,400 | New | +$241K | |||
| $237K | 0.05% | 2,332 +311 | +15% | +$31.6K | |||
| $237K | 0.05% | 3,393 -10 | -0.3% | -$698 | |||
| $236K | 0.05% | 3,480 | New | +$236K | |||
| $235K | 0.05% | 7,713 | New | +$235K | |||
| $232K | 0.05% | 8,102 | New | +$232K |
