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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
$566M
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$5.85M
3
+$5.84M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$3.63M
5
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$3.48M

Top Sells

1
+$9.33M
2
+$2.13M
3
+$1.96M
4
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.67M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.67M

Sector Composition

1 Technology 3.45%
2 Financials 3.36%
3 Industrials 3.15%
4 Healthcare 2.36%
5 Consumer Staples 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$78.4K 0.01%
15,970
+2,521
277
$34.2K 0.01%
1,085
278
$17.2K ﹤0.01%
1,423
279
$13.1K ﹤0.01%
13,790
280
– –
-33,750
281
– –
-2,029
282
– –
-13,036
283
– –
-1,120
284
– –
-15,629
285
– –
-1,409
286
– –
-1,872
287
– –
-8,177
288
– –
-4,378
289
– –
-12,944
290
– –
-3,572
291
– –
-11,139
292
– –
-2,896
293
– –
-4,225
294
– –
-10,086
295
– –
-1,018
296
– –
-30,465
297
– –
-19,553
298
– –
-87
299
– –
-1,550
300
– –
-12,164
9 10 11
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