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
101
$1.51M 0.25%
2
102
$1.49M 0.24%
7,298
+136
103
$1.48M 0.24%
33,985
-380
104
$1.45M 0.24%
23,095
105
$1.43M 0.23%
42,781
+3
106
$1.42M 0.23%
1,862
-10
107
$1.42M 0.23%
23,611
-834
108
$1.41M 0.23%
30,084
-440
109
$1.37M 0.22%
44,191
-36,136
110
$1.35M 0.22%
43,339
-3,154
111
$1.34M 0.22%
11,150
-100
112
$1.3M 0.21%
8,904
-162
113
$1.28M 0.21%
5,926
114
$1.27M 0.21%
40,939
-75
115
$1.25M 0.21%
9,635
-486
116
$1.25M 0.21%
4,163
+3
117
$1.25M 0.2%
24,219
+345
118
$1.21M 0.2%
6,549
+126
119
$1.2M 0.2%
47,787
+974
120
$1.18M 0.19%
23,519
-1,927
121
$1.18M 0.19%
3,448
-17
122
$1.17M 0.19%
16,414
-708
123
$1.16M 0.19%
17,207
+10
124
$1.13M 0.18%
4,000
+36
125
$1.12M 0.18%
26,984