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
401
$206K 0.02%
2,072
-30,024
402
$206K 0.02%
+2,059
403
$206K 0.02%
+11,423
404
$205K 0.02%
+5,898
405
$205K 0.02%
2,218
-139
406
$205K 0.02%
5,695
-246
407
$205K 0.02%
4,233
-589
408
$204K 0.02%
8,817
-61
409
$204K 0.02%
+1,084
410
$204K 0.02%
+2,537
411
$202K 0.02%
1,926
-103
412
$198K 0.02%
18,848
-1,903
413
$191K 0.02%
10,706
+232
414
$187K 0.02%
120,643
+10,962
415
$182K 0.02%
21,025
+6,799
416
$181K 0.02%
19,619
-5,730
417
$178K 0.02%
+10,369
418
$169K 0.02%
61,742
-17,509
419
$167K 0.02%
+10,654
420
$164K 0.02%
+10,361
421
$159K 0.02%
48,657
-9,757
422
$153K 0.02%
91,555
+24,642
423
$152K 0.02%
49,317
+9,249
424
$151K 0.02%
67,833
+8,589
425
$150K 0.02%
16,289
-1,021
15 16
17
18 19