IA
Inspire Advisors Portfolio holdings
AUM
$964M
1-Year Return
12.72%
This Quarter Return
+3.07%
1 Year Return
+12.72%
3 Year Return
+37.39%
5 Year Return
–
10 Year Return
–
AUM
$518M
AUM Growth
+$82M
(+19%)
Cap. Flow
+$70.4M
Cap. Flow
% of AUM
13.6%
Top 10 Holdings %
Top 10 Hldgs %
72.6%
Holding
269
New
66
Increased
149
Reduced
22
Closed
25
Top Buys
| 1 |
Inspire Corporate Bond ETF
IBD
|
$11.7M |
| 2 |
Inspire International ETF
WWJD
|
$11.1M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$6.53M |
| 4 |
Invesco S&P 500 GARP ETF
SPGP
|
$5.08M |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$4.32M |
Top Sells
| 1 |
Inspire Tactical Balanced ETF
RISN
|
$5.41M |
| 2 |
Inspire Small/Mid Cap Impact ETF
ISMD
|
$3.21M |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$1.96M |
| 4 |
NVIDIA
NVDA
|
$1.17M |
| 5 |
FLG
Flagstar Financial, Inc.
FLG
|
$884K |
Sector Composition
| 1 | Financials | 3.35% |
| 2 | Technology | 2.97% |
| 3 | Healthcare | 2.72% |
| 4 | Industrials | 2.01% |
| 5 | Consumer Staples | 1.92% |
