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
326
$245K 0.04%
+1,713
327
$241K 0.04%
4,618
328
$241K 0.04%
+571
329
$241K 0.04%
8,820
+1,041
330
$238K 0.04%
2,467
+1
331
$237K 0.04%
+1,644
332
$237K 0.04%
909
+55
333
$236K 0.04%
+13,848
334
$234K 0.04%
1,505
-21
335
$234K 0.04%
1,367
+3
336
$231K 0.04%
2,151
-175
337
$229K 0.04%
1,744
+102
338
$227K 0.04%
+5,952
339
$226K 0.04%
1,764
-45
340
$225K 0.04%
1,860
-59
341
$224K 0.04%
7,765
-680
342
$224K 0.04%
+3,190
343
$221K 0.04%
4,508
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344
$220K 0.04%
462
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345
$219K 0.04%
+1,118
346
$219K 0.04%
+2,735
347
$219K 0.04%
8,355
-765
348
$217K 0.04%
2,274
+1
349
$217K 0.04%
+1,640
350
$216K 0.04%
+4,516