IA
Inspire Advisors Portfolio holdings
AUM
$964M
1-Year Return
12.72%
This Quarter Return
-1.23%
1 Year Return
+12.72%
3 Year Return
+37.39%
5 Year Return
–
10 Year Return
–
AUM
$817M
AUM Growth
-$5.01M
(-0.61%)
Cap. Flow
+$12.1M
Cap. Flow
% of AUM
1.48%
Top 10 Holdings %
Top 10 Hldgs %
54.33%
Holding
470
New
47
Increased
249
Reduced
105
Closed
56
Top Buys
| 1 |
SPDR Portfolio High Yield Bond ETF
SPHY
|
$4.59M |
| 2 |
Broadcom
AVGO
|
$3.28M |
| 3 |
InterDigital
IDCC
|
$3.15M |
| 4 |
Inspire 500 ETF
PTL
|
$3.01M |
| 5 |
Pacer Trendpilot US Bond ETF
PTBD
|
$2.87M |
Top Sells
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$5.54M |
| 2 |
PGIM Ultra Short Bond ETF
PULS
|
$3.85M |
| 3 |
ACI Worldwide
ACIW
|
$2.94M |
| 4 |
Nutanix
NTNX
|
$2.66M |
| 5 |
Veeco
VECO
|
$2.38M |
Sector Composition
| 1 | Technology | 7.68% |
| 2 | Industrials | 4.28% |
| 3 | Financials | 3.57% |
| 4 | Utilities | 3.16% |
| 5 | Consumer Discretionary | 2.79% |
