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
426
$148K 0.02%
11,013
-8,350
427
$146K 0.02%
10,216
-921
428
$146K 0.02%
19,673
-1,579
429
$141K 0.02%
24,521
-5,918
430
$139K 0.02%
19,438
+42
431
$133K 0.02%
14,674
-676
432
$129K 0.02%
45,562
+509
433
$126K 0.01%
22,515
-3,098
434
$125K 0.01%
40,278
+370
435
$119K 0.01%
19,157
-4,818
436
$118K 0.01%
13,293
+2,067
437
$118K 0.01%
71,727
+23,559
438
$116K 0.01%
13,190
-3,327
439
$115K 0.01%
33,480
-2,898
440
$96K 0.01%
23,417
+7,460
441
$93.1K 0.01%
17,203
+2,407
442
$92.7K 0.01%
17,752
-6,153
443
$78.2K 0.01%
+47,130
444
$74.6K 0.01%
+11,194
445
$72.5K 0.01%
+10,200
446
$66.2K 0.01%
+13,127
447
$63.8K 0.01%
+23,993
448
$25.7K ﹤0.01%
21,095
449
$16.1K ﹤0.01%
1,228
450
– –
-6,747
16 17
18
19 20