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
$1.09B
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Sells

1 +$5.08M
2 +$5.07M
3 +$4.14M
4
IDCC icon
InterDigital
IDCC
+$3.45M
5
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$3.2M

Sector Composition

1 Technology 7.72%
2 Financials 5.37%
3 Industrials 3.92%
4 Consumer Discretionary 3.22%
5 Utilities 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PLUS icon
451
ePlus
PLUS
$2.21B
$240K 0.02%
+2,731
ALL icon
452
Allstate
ALL
$55.9B
$238K 0.02%
1,142
PATK icon
453
Patrick Industries
PATK
$3.12B
$238K 0.02%
2,190
-1,833
ASH icon
454
Ashland
ASH
$2.61B
$237K 0.02%
+4,047
FSCO
455
FS Credit Opportunities Corp
FSCO
$1.03B
$237K 0.02%
37,657
CUBE icon
456
CubeSmart
CUBE
$9.03B
$237K 0.02%
6,571
+1,508
JNJ icon
457
Johnson & Johnson
JNJ
$548B
$237K 0.02%
+1,144
WTTR icon
458
Select Water Solutions
WTTR
$2.01B
$237K 0.02%
22,503
-2,363
XTRE icon
459
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE
$231M
$236K 0.02%
+4,741
SHW icon
460
Sherwin-Williams
SHW
$80.2B
$236K 0.02%
728
-23
HLIT icon
461
Harmonic Inc
HLIT
$1.13B
$235K 0.02%
23,785
-217,381
TDS icon
462
Telephone and Data Systems
TDS
$5.06B
$235K 0.02%
5,727
-6,181
NXST icon
463
Nexstar Media Group
NXST
$6.19B
$233K 0.02%
1,148
-36
NEOG icon
464
Neogen
NEOG
$2.03B
$232K 0.02%
33,226
-3,997
MAC icon
465
Macerich
MAC
$5.66B
$232K 0.02%
12,546
-406
IWD icon
466
iShares Russell 1000 Value ETF
IWD
$73.1B
$228K 0.02%
1,085
-24
AL
467
DELISTED
Air Lease Corp
AL
$225K 0.02%
3,504
-155
SRE icon
468
Sempra
SRE
$60.7B
$224K 0.02%
2,541
+167
GT icon
469
Goodyear
GT
$2.04B
$224K 0.02%
25,557
+6,930
CINF icon
470
Cincinnati Financial
CINF
$25.7B
$223K 0.02%
1,367
-3,575
WPC icon
471
W.P. Carey
WPC
$15.9B
$222K 0.02%
3,454
-110
XYZ
472
Block Inc
XYZ
$41.7B
$221K 0.02%
+3,401
XP icon
473
XP
XP
$9.97B
$221K 0.02%
+13,486
VIG icon
474
Vanguard Dividend Appreciation ETF
VIG
$104B
$221K 0.02%
+1,004
TER icon
475
Teradyne
TER
$59.5B
$221K 0.02%
+1,139