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
$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 Momentum 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
276
$459K 0.05%
5,612
-2,177
277
$459K 0.05%
2,601
+17
278
$459K 0.05%
+13,475
279
$458K 0.05%
3,566
-533
280
$457K 0.05%
5,228
-382
281
$455K 0.05%
2,392
-170
282
$454K 0.05%
3,108
+1,572
283
$452K 0.05%
35,475
+3,168
284
$452K 0.05%
18,464
-7,135
285
$451K 0.05%
47,625
+6,088
286
$448K 0.05%
1,003
-9
287
$447K 0.05%
16,796
+2,902
288
$446K 0.05%
795
-147
289
$446K 0.05%
3,520
-150
290
$445K 0.05%
20,273
-256
291
$438K 0.05%
7,312
-474
292
$436K 0.05%
21,987
-407
293
$435K 0.05%
+1,527
294
$429K 0.05%
+3,790
295
$427K 0.05%
2,243
-133
296
$426K 0.05%
+11,725
297
$417K 0.05%
+8,360
298
$415K 0.05%
15,068
-1,316
299
$412K 0.05%
27,085
+871
300
$409K 0.05%
38,655
-7,349
10 11
12
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