IA

Inspire Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 15.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$518M
AUM Growth
+$82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.1M
3
+$6.58M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$4.82M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$4.36M

Top Sells

1
+$5.18M
2
+$3.06M
3
+$1.96M
4
NVDA icon
NVIDIA
NVDA
+$922K
5
VLO icon
Valero Energy
VLO
+$830K

Sector Composition

1 Financials 3.35%
2 Technology 2.97%
3 Healthcare 2.73%
4 Industrials 2.01%
5 Consumer Staples 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
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