IA

Inspire Advisors Portfolio holdings

AUM $964M
1-Year Return 12.72%
This Quarter Return
+12.21%
1 Year Return
+12.72%
3 Year Return
+37.39%
5 Year Return
10 Year Return
AUM
$268M
AUM Growth
Cap. Flow
+$268M
Cap. Flow %
100%
Top 10 Hldgs %
82.4%
Holding
837
New
832
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.92%
2 Financials 2.17%
3 Industrials 2.06%
4 Consumer Discretionary 1.61%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
IVW icon
426
iShares S&P 500 Growth ETF
IVW
$65.2B
$20K 0.01%
+320
New +$20K
KB icon
427
KB Financial Group
KB
$30.8B
$20K 0.01%
+509
New +$20K
ORCL icon
428
Oracle
ORCL
$941B
$20K 0.01%
+315
New +$20K
PFSI icon
429
PennyMac Financial
PFSI
$6.33B
$20K 0.01%
+300
New +$20K
RKT icon
430
Rocket Companies
RKT
$45.1B
$20K 0.01%
+1,000
New +$20K
SATS icon
431
EchoStar
SATS
$23.9B
$20K 0.01%
+949
New +$20K
SIFY
432
Sify Technologies
SIFY
$878M
$20K 0.01%
+2,587
New +$20K
SYK icon
433
Stryker
SYK
$149B
$20K 0.01%
+81
New +$20K
CBD
434
DELISTED
Companhia Brasileira de Distribuicao
CBD
$20K 0.01%
+1,415
New +$20K
EPD icon
435
Enterprise Products Partners
EPD
$68.7B
$19K 0.01%
+950
New +$19K
FDRR icon
436
Fidelity Dividend ETF for Rising Rates
FDRR
$611M
$19K 0.01%
+509
New +$19K
HTLD icon
437
Heartland Express
HTLD
$664M
$19K 0.01%
+1,075
New +$19K
PTY icon
438
PIMCO Corporate & Income Opportunity Fund
PTY
$2.7B
$19K 0.01%
+1,090
New +$19K
SKM icon
439
SK Telecom
SKM
$8.34B
$19K 0.01%
+476
New +$19K
VIV icon
440
Telefônica Brasil
VIV
$19.8B
$19K 0.01%
+2,113
New +$19K
VUG icon
441
Vanguard Growth ETF
VUG
$189B
$19K 0.01%
+74
New +$19K
MBT
442
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
$19K 0.01%
+2,126
New +$19K
CHT icon
443
Chunghwa Telecom
CHT
$34.6B
$18K 0.01%
+474
New +$18K
ECL icon
444
Ecolab
ECL
$77B
$18K 0.01%
+81
New +$18K
IGF icon
445
iShares Global Infrastructure ETF
IGF
$8.13B
$18K 0.01%
+415
New +$18K
V icon
446
Visa
V
$660B
$18K 0.01%
+83
New +$18K
WNS icon
447
WNS Holdings
WNS
$3.24B
$18K 0.01%
+257
New +$18K
AVY icon
448
Avery Dennison
AVY
$13B
$17K 0.01%
+108
New +$17K
BND icon
449
Vanguard Total Bond Market
BND
$135B
$17K 0.01%
+196
New +$17K
CNK icon
450
Cinemark Holdings
CNK
$3.1B
$17K 0.01%
+949
New +$17K