IA

Inspire Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.28%
This Quarter Est. Return
1 Year Est. Return
+12.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$754M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$18.4M
3
+$16.4M
4
LONZ icon
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
+$7.76M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$4.91M

Top Sells

1
+$45.1M
2
+$12.7M
3
+$6.28M
4
TPLC icon
Timothy Plan US Large/Mid Cap Core ETF
TPLC
+$4.99M
5
PFFR icon
InfraCap REIT Preferred ETF
PFFR
+$4.59M

Sector Composition

1 Technology 7.07%
2 Industrials 3.47%
3 Utilities 2.95%
4 Financials 2.83%
5 Energy 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$402K 0.05%
2,205
-632
252
$401K 0.05%
3,035
-41
253
$401K 0.05%
+244
254
$399K 0.05%
1,974
-129
255
$398K 0.05%
2,012
+382
256
$393K 0.05%
9,681
-123,017
257
$392K 0.05%
16,623
+480
258
$391K 0.05%
21,433
+1,778
259
$388K 0.05%
23,929
+548
260
$373K 0.05%
1,929
+211
261
$372K 0.05%
+1,082
262
$370K 0.05%
26,055
+14,183
263
$366K 0.05%
+6,412
264
$353K 0.05%
4,592
+189
265
$349K 0.05%
+2,736
266
$346K 0.05%
1,998
-60
267
$339K 0.05%
+8,255
268
$322K 0.04%
+540
269
$318K 0.04%
663
-1,080
270
$313K 0.04%
4,026
-19,612
271
$311K 0.04%
3,003
-15,045
272
$306K 0.04%
8,668
-6,461
273
$305K 0.04%
611
+49
274
$301K 0.04%
+2,065
275
$299K 0.04%
1,813
+257
9 10
11
12 13