IA

Inspire Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 15.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.11%
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 icon
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
301
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302
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304
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305
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-6,058
306
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-746
307
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-11,139
308
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-3,107
309
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-32,254
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