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
351
$304K 0.04%
+6,394
352
$298K 0.03%
13,588
+578
353
$295K 0.03%
3,089
-675
354
$295K 0.03%
6,399
+9
355
$295K 0.03%
8,606
-227
356
$290K 0.03%
+3,041
357
$286K 0.03%
610
-64
358
$280K 0.03%
801
-22
359
$276K 0.03%
8,381
+20
360
$275K 0.03%
+5,081
361
$272K 0.03%
+5,539
362
$271K 0.03%
1,456
-148
363
$269K 0.03%
9,369
-2,724
364
$262K 0.03%
1,577
-29
365
$260K 0.03%
2,840
-238
366
$256K 0.03%
6,034
-1,937
367
$252K 0.03%
10,494
+55
368
$246K 0.03%
1,291
-39
369
$243K 0.03%
9,696
+314
370
$242K 0.03%
24,277
+3,255
371
$241K 0.03%
6,778
-12,244
372
$236K 0.03%
1,142
-9
373
$234K 0.03%
631
-15
374
$234K 0.03%
+3,966
375
$233K 0.03%
+4,561
13 14
15
16 17