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
$149M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Sector Composition

1 Technology 19.19%
2 Healthcare 9.14%
3 Financials 8.97%
4 Consumer Staples 7%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$200K 0.13%
+1,724
177
$105K 0.07%
11,101
178
$99K 0.07%
29,407
179
0
180
-1,445
181
-5,786
182
-6,072
183
-1,530
184
-9,093
185
-2,741
186
-49,927
187
-11,280
188
-5,942
189
-4,573
190
-5,345
191
-17,952
192
-3,350
193
-348
194
-9,361
195
-12,275
196
-12,048
197
-667