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
326
$206K 0.03%
+9,428
327
$206K 0.03%
8,912
-325
328
$205K 0.03%
11,448
-1,057
329
$204K 0.03%
19,026
-5,752
330
$203K 0.03%
4,221
-665
331
$203K 0.03%
16,447
+1,732
332
$202K 0.03%
+1,254
333
$202K 0.03%
+4,067
334
$201K 0.03%
+14,589
335
$201K 0.03%
5,135
+24
336
$200K 0.03%
20,728
+9,862
337
$197K 0.03%
+14,314
338
$193K 0.03%
25,456
-5,421
339
$190K 0.03%
+13,112
340
$187K 0.02%
14,962
+2,621
341
$182K 0.02%
44,606
-13,723
342
$180K 0.02%
12,357
-23
343
$178K 0.02%
36,068
-8,379
344
$178K 0.02%
21,037
+373
345
$177K 0.02%
+11,449
346
$173K 0.02%
25,705
-3,806
347
$171K 0.02%
+11,967
348
$171K 0.02%
+18,271
349
$166K 0.02%
14,637
-228
350
$161K 0.02%
10,904
+763
12 13
14
15 16