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
301
$281K 0.05%
+5,143
302
$280K 0.05%
351
+14
303
$279K 0.05%
8,121
-41
304
$278K 0.05%
5,251
305
$272K 0.04%
4,334
-99
306
$270K 0.04%
1,857
-143
307
$269K 0.04%
21,933
308
$268K 0.04%
1,538
309
$266K 0.04%
2,441
+14
310
$266K 0.04%
389
+53
311
$265K 0.04%
4,745
+225
312
$265K 0.04%
854
+6
313
$261K 0.04%
1,398
+94
314
$260K 0.04%
1,311
-57
315
$259K 0.04%
+1,153
316
$258K 0.04%
3,071
-824
317
$258K 0.04%
1,898
+3
318
$258K 0.04%
+3,144
319
$255K 0.04%
4,490
-60
320
$254K 0.04%
2,779
-100
321
$252K 0.04%
4,654
+498
322
$250K 0.04%
774
-1
323
$250K 0.04%
2,408
+22
324
$250K 0.04%
5,352
+585
325
$246K 0.04%
1,241
+4