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Inspire Advisors Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$8M
3
+$7.71M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.93M
5
PTL icon
Inspire 500 ETF
PTL
+$6.9M

Top Sells

1
+$9.25M
2
+$5.46M
3
+$4.7M
4
FIVA
Fidelity International Value Factor ETF
FIVA
+$3.68M
5
PHYL icon
PGIM Active High Yield Bond ETF
PHYL
+$3.39M

Sector Composition

1 Technology 6.46%
2 Financials 4.41%
3 Industrials 3.85%
4 Consumer Discretionary 2.75%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UTHR icon
251
United Therapeutics
UTHR
$23.2B
$745K 0.06%
1,256
+177
UNFI icon
252
United Natural Foods
UNFI
$3.05B
$739K 0.06%
16,395
-5,349
VISN
253
Vistance Networks Inc
VISN
$2.86B
$734K 0.06%
40,339
-7,230
MMM icon
254
3M
MMM
$82.6B
$733K 0.06%
5,045
+546
SPG icon
255
Simon Property Group
SPG
$71B
$732K 0.06%
3,924
+124
EXEL icon
256
Exelixis
EXEL
$13.4B
$732K 0.06%
17,063
-2,950
TTD icon
257
Trade Desk
TTD
$9.06B
$729K 0.06%
32,142
+7,572
MELI icon
258
Mercado Libre
MELI
$80.6B
$726K 0.06%
420
+4
GRMN icon
259
Garmin
GRMN
$45.9B
$724K 0.06%
3,118
+317
TDW icon
260
Tidewater
TDW
$3.82B
$721K 0.06%
8,633
+3,519
TYA icon
261
Simplify Intermediate Term Treasury Futures Strategy ETF
TYA
$71.7M
$721K 0.06%
+54,918
PSA icon
262
Public Storage
PSA
$57.2B
$721K 0.06%
2,662
+104
RSP icon
263
Invesco S&P 500 Equal Weight ETF
RSP
$90.5B
$720K 0.06%
3,753
+213
TTMI icon
264
TTM Technologies
TTMI
$20.2B
$714K 0.06%
7,327
-3,088
VOO icon
265
Vanguard S&P 500 ETF
VOO
$976B
$713K 0.06%
1,194
-7
SPMO icon
266
Invesco S&P 500 Momentum ETF
SPMO
$20.3B
$713K 0.06%
+6,361
META icon
267
Meta Platforms (Facebook)
META
$1.44T
$711K 0.06%
1,243
+267
DHI icon
268
D.R. Horton
DHI
$43.7B
$708K 0.06%
5,163
-1,667
CVX icon
269
Chevron
CVX
$373B
$708K 0.06%
3,421
+932
WTTR icon
270
Select Water Solutions
WTTR
$2.35B
$706K 0.06%
46,141
+23,638
YETI icon
271
Yeti Holdings
YETI
$3.82B
$704K 0.06%
19,227
-1,393
TAXX icon
272
BondBloxx IR+M Tax Aware Short Duration ETF
TAXX
$288M
$701K 0.06%
13,865
-262
SCHF icon
273
Schwab International Equity ETF
SCHF
$66.2B
$694K 0.06%
+28,042
CDE icon
274
Coeur Mining
CDE
$17.7B
$692K 0.06%
36,873
-1,548
ASTS icon
275
AST SpaceMobile
ASTS
$24.6B
$690K 0.06%
8,331
-2,222
9 10
11
12 13