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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
$1.23B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$8M
3
+$7.71M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$6.93M
5
PTL icon
Inspire 500 ETF
PTL
+$6.9M

Top Sells

1
+$9.25M
2
+$5.46M
3
+$4.7M
4
FIVA
Fidelity International Value Factor ETF
FIVA
+$3.68M
5
PHYL icon
PGIM Active High Yield Bond ETF
PHYL
+$3.39M

Sector Composition

1 Technology 6.46%
2 Financials 4.41%
3 Industrials 3.85%
4 Consumer Discretionary 2.75%
5 Energy 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EQR icon
326
Equity Residential
EQR
$25.2B
$596K 0.05%
10,079
+577
AVUV icon
327
Avantis US Small Cap Value ETF
AVUV
$28.5B
$595K 0.05%
+5,385
ICSH icon
328
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.58B
$590K 0.05%
11,655
-200
WLDN icon
329
Willdan Group
WLDN
$1.46B
$589K 0.05%
7,694
+941
TOST icon
330
Toast
TOST
$14.4B
$589K 0.05%
22,216
+976
VLUE icon
331
iShares MSCI USA Value Factor ETF
VLUE
$14.3B
$584K 0.05%
+4,109
CPAY icon
332
Corpay
CPAY
$23.3B
$582K 0.05%
1,999
-110
VCIT icon
333
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$578K 0.05%
6,983
+1,194
ROP icon
334
Roper Technologies
ROP
$33.8B
$577K 0.05%
1,629
+298
DXCM icon
335
DexCom
DXCM
$29.1B
$576K 0.05%
9,165
-210
AER icon
336
AerCap
AER
$22.1B
$571K 0.05%
4,166
-1,356
XPEL icon
337
XPEL
XPEL
$1.24B
$568K 0.05%
12,842
+2,699
DOCU
338
DocuSign
DOCU
$8.6B
$561K 0.05%
11,832
-585
NSC icon
339
Norfolk Southern
NSC
$70.5B
$560K 0.05%
1,952
-668
NICE icon
340
Nice
NICE
$5.2B
$557K 0.05%
5,054
+1,010
SLYG icon
341
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$4.89B
$545K 0.04%
5,636
+1,825
IJH icon
342
iShares Core S&P Mid-Cap ETF
IJH
$122B
$545K 0.04%
8,064
-874
CAVA icon
343
CAVA Group
CAVA
$10.6B
$545K 0.04%
6,731
+356
SNN icon
344
Smith & Nephew
SNN
$13B
$544K 0.04%
17,116
+1,467
UFPI icon
345
UFP Industries
UFPI
$4.78B
$544K 0.04%
5,903
-91
GPI icon
346
Group 1 Automotive
GPI
$3.87B
$542K 0.04%
1,640
+2
WFC icon
347
Wells Fargo
WFC
$256B
$540K 0.04%
6,786
+50
SLV icon
348
iShares Silver Trust
SLV
$32.7B
$536K 0.04%
7,871
+184
TLH icon
349
iShares 10-20 Year Treasury Bond ETF
TLH
$11.2B
$532K 0.04%
+5,286
AVDE icon
350
Avantis International Equity ETF
AVDE
$16.7B
$528K 0.04%
+6,219
12 13
14
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