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
376
$233K 0.03%
5,700
377
$232K 0.03%
553
378
$231K 0.03%
5,973
-70,583
379
$231K 0.03%
8,648
+5
380
$230K 0.03%
+5,357
381
$230K 0.03%
735
-3
382
$225K 0.03%
238
-15
383
$225K 0.03%
4,554
+223
384
$224K 0.03%
+1,689
385
$224K 0.03%
2,682
+113
386
$223K 0.03%
+4,569
387
$221K 0.03%
+360
388
$217K 0.03%
1,213
-75
389
$216K 0.03%
+8,851
390
$216K 0.03%
+4,051
391
$215K 0.02%
18,460
-1,591
392
$214K 0.02%
+1,612
393
$213K 0.02%
+8,324
394
$212K 0.02%
+1,277
395
$211K 0.02%
+6,804
396
$210K 0.02%
3,948
-5,243
397
$210K 0.02%
+15,630
398
$208K 0.02%
2,220
-72
399
$207K 0.02%
+4,852
400
$207K 0.02%
7,803
-510
14 15
16
17 18