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
26
$3.5M 0.4%
50,079
+46,116
27
$3.49M 0.4%
36,303
+26,831
28
$3.26M 0.38%
64,244
-25,555
29
$3.26M 0.38%
77,755
+21,104
30
$3.19M 0.37%
96,348
+7,620
31
$3.18M 0.37%
+93,268
32
$3.16M 0.37%
40,423
+11,995
33
$3.05M 0.35%
+27,770
34
$3M 0.35%
49,448
+13,885
35
$2.93M 0.34%
139,793
+29,874
36
$2.92M 0.34%
102,443
+34,884
37
$2.91M 0.34%
77,441
+15,772
38
$2.89M 0.33%
41,969
+10,540
39
$2.86M 0.33%
62,326
+15,809
40
$2.86M 0.33%
100,278
+13,836
41
$2.85M 0.33%
13,787
-2,451
42
$2.83M 0.33%
28,564
+5,883
43
$2.82M 0.33%
48,706
+15,008
44
$2.78M 0.32%
65,112
+18,723
45
$2.75M 0.32%
8,350
+1,507
46
$2.75M 0.32%
+19,895
47
$2.7M 0.31%
41,046
+6,779
48
$2.67M 0.31%
+43,068
49
$2.67M 0.31%
167,622
+46,367
50
$2.66M 0.31%
33,134
+12,496
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