IA

Inspire Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 15.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.11%
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
DIA icon
426
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$42.2B
$257K 0.02%
553
JKHY icon
427
Jack Henry & Associates
JKHY
$12.2B
$255K 0.02%
+1,710
PRG icon
428
PROG Holdings
PRG
$1.11B
$254K 0.02%
7,834
-4,287
PENG
429
Penguin Solutions Inc
PENG
$945M
$249K 0.02%
9,463
-841
AVAV icon
430
AeroVironment
AVAV
$10.3B
$248K 0.02%
+786
CRUS icon
431
Cirrus Logic
CRUS
$6.82B
$247K 0.02%
1,970
-45
T icon
432
AT&T
T
$194B
$246K 0.02%
8,712
+339
UVE icon
433
Universal Insurance Holdings
UVE
$960M
$246K 0.02%
9,344
-2,105
ALL icon
434
Allstate
ALL
$53.5B
$245K 0.02%
1,142
COIN icon
435
Coinbase
COIN
$51.6B
$243K 0.02%
721
+8
RTX icon
436
RTX Corp
RTX
$275B
$241K 0.02%
1,443
-200
OIS icon
437
Oil States International
OIS
$716M
$241K 0.02%
+39,829
WPC icon
438
W.P. Carey
WPC
$16.1B
$241K 0.02%
3,564
-1,238
MYGN icon
439
Myriad Genetics
MYGN
$436M
$241K 0.02%
33,283
+11,618
FLS icon
440
Flowserve
FLS
$9.45B
$239K 0.02%
4,502
-7
HII icon
441
Huntington Ingalls Industries
HII
$16.3B
$239K 0.02%
830
-511
SXI icon
442
Standex International
SXI
$3.08B
$239K 0.02%
+1,127
ANDE icon
443
Andersons Inc
ANDE
$2.4B
$239K 0.02%
5,991
-8,245
NC icon
444
NACCO Industries
NC
$384M
$238K 0.02%
+5,639
MAC icon
445
Macerich
MAC
$4.8B
$236K 0.02%
12,952
+1,094
THO icon
446
Thor Industries
THO
$4.33B
$235K 0.02%
2,263
-289
NXST icon
447
Nexstar Media Group
NXST
$7.08B
$234K 0.02%
+1,184
CASH icon
448
Pathward Financial
CASH
$1.98B
$233K 0.02%
3,151
-777
AL icon
449
Air Lease Corp
AL
$7.23B
$233K 0.02%
3,659
-447
BRX icon
450
Brixmor Property Group
BRX
$9.09B
$232K 0.02%
8,397
+623