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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
$754M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$35.9M
2
+$18.8M
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
+$4.92M

Top Sells

1
+$45.5M
2
+$12.6M
3
+$6.28M
4
TPLC icon
Timothy Plan US Large/Mid Cap Core ETF
TPLC
+$5.01M
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
401
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-7,903
402
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403
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-31,596
404
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-4,066
405
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-8,698
406
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-23,283
407
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-804
408
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-52,550
409
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-8,375
410
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-13,292
411
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-2,851
412
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-9,635
413
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-1,250
414
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415
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416
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-17,381
417
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418
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419
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-245,794
420
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421
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-27,541
422
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-21,345
423
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-64,180
424
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425
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-1,234
15 16
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