IA
Inspire Advisors Portfolio holdings
AUM
$964M
1-Year Return
12.72%
This Quarter Return
+7.25%
1 Year Return
+12.72%
3 Year Return
+37.39%
5 Year Return
–
10 Year Return
–
AUM
$964M
AUM Growth
+$98.6M
(+11%)
Cap. Flow
+$53.3M
Cap. Flow
% of AUM
5.53%
Top 10 Holdings %
Top 10 Hldgs %
47.45%
Holding
566
New
117
Increased
211
Reduced
156
Closed
69
Top Buys
| 1 |
PGIM Active High Yield Bond ETF
PHYL
|
+$10.1M |
| 2 |
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
|
+$4.39M |
| 3 |
SPDR Blackstone High Income ETF
HYBL
|
+$4.33M |
| 4 |
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
|
+$4.27M |
| 5 |
Inspire 100 ETF
BIBL
|
+$3.37M |
Top Sells
| 1 |
Pacer Trendpilot US Bond ETF
PTBD
|
+$9.65M |
| 2 |
Inspire International ETF
WWJD
|
+$4.2M |
| 3 |
VanEck IG Floating Rate ETF
FLTR
|
+$4.09M |
| 4 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$4.06M |
| 5 |
Panagram BBB-B CLO ETF
CLOZ
|
+$3.96M |
Sector Composition
| 1 | Technology | 7.01% |
| 2 | Financials | 5.16% |
| 3 | Industrials | 3.78% |
| 4 | Consumer Discretionary | 3.36% |
| 5 | Utilities | 3.07% |
