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
351
$215K 0.04%
1,533
-406
352
$215K 0.04%
+438
353
$214K 0.04%
2,097
-1
354
$210K 0.03%
+2,622
355
$209K 0.03%
3,995
-60
356
$206K 0.03%
+7,090
357
$206K 0.03%
3,190
-61
358
$206K 0.03%
685
-44
359
$204K 0.03%
+2,140
360
$204K 0.03%
+4,571
361
$203K 0.03%
3,400
-1,099
362
$201K 0.03%
10,368
-2,192
363
$201K 0.03%
+1,455
364
$201K 0.03%
+1,676
365
$198K 0.03%
+10,040
366
$175K 0.03%
13,822
-5,689
367
$153K 0.03%
11,376
-89
368
$151K 0.02%
13,935
369
$150K 0.02%
11,452
-168
370
$145K 0.02%
12,122
+507
371
$132K 0.02%
21,369
-9,385
372
$93K 0.02%
17,650
-241
373
$89.7K 0.01%
13,383
-911
374
$82.5K 0.01%
15,338
-358
375
$82.5K 0.01%
13,301
-229