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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
$1.05B
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1 +$3.67M
2 +$3.55M
3 +$3.2M
4
COLB icon
Columbia Banking Systems
COLB
+$3.1M
5
WDC icon
Western Digital
WDC
+$3.03M

Top Sells

1 +$3.72M
2 +$3.32M
3 +$3.13M
4
PPBI
Pacific Premier Bancorp
PPBI
+$2.79M
5
VISN
Vistance Networks Inc
VISN
+$2.75M

Sector Composition

1 Technology 7.51%
2 Financials 4.93%
3 Industrials 3.86%
4 Consumer Discretionary 3.48%
5 Utilities 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$278K 0.03%
18,261
-6,090
402
$278K 0.03%
7,035
-991
403
$277K 0.03%
300
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404
$275K 0.03%
+16,440
405
$273K 0.03%
32,314
-11,163
406
$273K 0.03%
14,924
-3,738
407
$270K 0.03%
+5,435
408
$270K 0.03%
10,128
-3,627
409
$266K 0.03%
+39,048
410
$266K 0.03%
5,700
411
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24,866
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412
$266K 0.03%
21,140
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413
$263K 0.03%
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$263K 0.03%
6,223
-79
415
$262K 0.03%
40,555
-31,190
416
$261K 0.03%
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417
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1,462
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418
$261K 0.03%
2,697
-2,768
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4,529
-887
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$260K 0.02%
37,657
-5,767
421
$260K 0.02%
1,328
+169
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$260K 0.02%
751
-21
423
$259K 0.02%
4,727
-693
424
$259K 0.02%
2,570
-1,812
425
$258K 0.02%
39,117
+5,692