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
276
$297K 0.04%
+3,550
277
$296K 0.04%
4,628
+143
278
$289K 0.04%
+3,305
279
$287K 0.04%
+11,431
280
$285K 0.04%
743
-2,081
281
$279K 0.04%
2,993
282
$271K 0.04%
4,300
+665
283
$270K 0.04%
10,313
+931
284
$266K 0.04%
+4,169
285
$266K 0.04%
892
-183
286
$266K 0.04%
1,428
-100
287
$264K 0.04%
1,537
+61
288
$263K 0.03%
+7,103
289
$262K 0.03%
+2,149
290
$260K 0.03%
+4,866
291
$253K 0.03%
+4,667
292
$253K 0.03%
1,454
-373
293
$252K 0.03%
6,538
-789
294
$246K 0.03%
1,041
+127
295
$245K 0.03%
+2,221
296
$237K 0.03%
+4,861
297
$237K 0.03%
2,490
-182
298
$234K 0.03%
36,722
+367
299
$234K 0.03%
6,272
-7,269
300
$233K 0.03%
5,557
+116
10 11
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