IP

Ignite Planners Portfolio holdings

AUM $610M
1-Year Est. Return 18.49%
This Quarter Est. Return
1 Year Est. Return
+18.49%
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 +$8.23M
2 +$7.03M
3 +$4.73M
4
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$3.31M
5
QCOM icon
Qualcomm
QCOM
+$2.83M

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
176
$584K 0.11%
29,298
+2,793
177
$577K 0.11%
9,623
+653
178
$572K 0.11%
24,535
+120
179
$571K 0.11%
5,975
+1,185
180
$565K 0.11%
64,889
-139
181
$562K 0.11%
7,922
+1,697
182
$560K 0.11%
12,169
+965
183
$556K 0.11%
12,661
-718
184
$556K 0.11%
25,455
+15,090
185
$548K 0.11%
+15,190
186
$548K 0.11%
6,231
+682
187
$545K 0.11%
8,410
+22
188
$532K 0.1%
+10,917
189
$531K 0.1%
18,627
+216
190
$530K 0.1%
3,639
+749
191
$527K 0.1%
11,326
-1,490
192
$527K 0.1%
6,951
+3,437
193
$522K 0.1%
+15,416
194
$519K 0.1%
5,679
+958
195
$518K 0.1%
6,322
+795
196
$516K 0.1%
8,369
+3,601
197
$516K 0.1%
21,344
+3,654
198
$512K 0.1%
7,692
+3,716
199
$505K 0.1%
1,261
-82
200
$504K 0.1%
3,773
+151