IA

Inspire Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$865M
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$4.62M
3
+$3.96M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$3.51M
5
GLRY icon
Inspire Growth ETF
GLRY
+$3.37M

Top Sells

1
+$8.55M
2
+$4.72M
3
+$4.33M
4
EVTR icon
Eaton Vance Total Return Bond ETF
EVTR
+$3.66M
5
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$3.07M

Sector Composition

1 Technology 6.69%
2 Utilities 4.98%
3 Financials 4.43%
4 Industrials 3.06%
5 Consumer Discretionary 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$519K 0.06%
12,259
-1,772
252
$517K 0.06%
4,881
+182
253
$516K 0.06%
4,335
+118
254
$516K 0.06%
1,481
-409
255
$513K 0.06%
8,546
-325
256
$513K 0.06%
+9,370
257
$511K 0.06%
5,678
-1,949
258
$511K 0.06%
6,625
+1,177
259
$507K 0.06%
7,722
-1,953
260
$507K 0.06%
8,688
-1,597
261
$503K 0.06%
865
-142
262
$501K 0.06%
2,042
-43
263
$497K 0.06%
7,054
+548
264
$495K 0.06%
+3,727
265
$494K 0.06%
+11,145
266
$493K 0.06%
3,072
-17
267
$492K 0.06%
32,145
-8,960
268
$491K 0.06%
86,928
-34,278
269
$487K 0.06%
18,773
+10,758
270
$487K 0.06%
5,538
+1,591
271
$481K 0.06%
73,284
-19,409
272
$475K 0.05%
+23,482
273
$468K 0.05%
+4,854
274
$467K 0.05%
3,119
-671
275
$467K 0.05%
2,914
-87
9 10
11
12 13