IP

Ignite Planners Portfolio holdings

AUM $653M
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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 +$8.94M
2 +$6.45M
3 +$4.74M
4
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$3.47M
5
QCOM icon
Qualcomm
QCOM
+$3.41M

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
326
$72.1K 0.01%
14,738
-526
327
$70K 0.01%
12,862
-501
328
$49.9K 0.01%
10,000
329
-10,721
330
-1,600
331
-4,228
332
-7,480
333
-11,047
334
-3,754
335
-2,286
336
-982
337
-7,333
338
-11,069
339
-1,055
340
-3,573
341
-2,445