IA

Inspire Advisors Portfolio holdings

AUM $964M
1-Year Return 12.72%
This Quarter Return
+8.34%
1 Year Return
+12.72%
3 Year Return
+37.39%
5 Year Return
10 Year Return
AUM
$277M
AUM Growth
+$8.86M
Cap. Flow
-$6.61M
Cap. Flow %
-2.39%
Top 10 Hldgs %
90.31%
Holding
842
New
5
Increased
41
Reduced
27
Closed
760

Sector Composition

1 Technology 2.11%
2 Financials 1.45%
3 Healthcare 1.39%
4 Industrials 1.12%
5 Consumer Discretionary 0.69%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
DGRO icon
626
iShares Core Dividend Growth ETF
DGRO
$33.7B
-300
Closed -$13K
DHR icon
627
Danaher
DHR
$142B
-133
Closed -$26K
DHT icon
628
DHT Holdings
DHT
$2B
-136
Closed -$1K
DIN icon
629
Dine Brands
DIN
$365M
-388
Closed -$23K
DINO icon
630
HF Sinclair
DINO
$9.56B
-1,003
Closed -$26K
DIS icon
631
Walt Disney
DIS
$214B
-151
Closed -$27K
DLR icon
632
Digital Realty Trust
DLR
$55B
-31
Closed -$4K
DLTR icon
633
Dollar Tree
DLTR
$20.3B
-377
Closed -$41K
DNOV icon
634
FT Vest US Equity Deep Buffer ETF November
DNOV
$326M
-1,700
Closed -$57K
DNP icon
635
DNP Select Income Fund
DNP
$3.67B
-1,450
Closed -$15K
DOC icon
636
Healthpeak Properties
DOC
$12.7B
-7
Closed
DOCU icon
637
DocuSign
DOCU
$16.4B
-300
Closed -$67K
DOV icon
638
Dover
DOV
$24.4B
-31
Closed -$4K
DOX icon
639
Amdocs
DOX
$9.44B
-25
Closed -$2K
DPZ icon
640
Domino's
DPZ
$15.8B
-200
Closed -$77K
DQ
641
Daqo New Energy
DQ
$1.88B
-575
Closed -$33K
DSI icon
642
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
-118
Closed -$8K
DTE icon
643
DTE Energy
DTE
$28B
-991
Closed -$102K
DUK icon
644
Duke Energy
DUK
$93.4B
-251
Closed -$23K
DVAX icon
645
Dynavax Technologies
DVAX
$1.14B
-111
Closed
DVYE icon
646
iShares Emerging Markets Dividend ETF
DVYE
$912M
-157
Closed -$6K
DWX icon
647
SPDR S&P International Dividend ETF
DWX
$492M
-50
Closed -$2K
E icon
648
ENI
E
$52.1B
-3,701
Closed -$76K
EC icon
649
Ecopetrol
EC
$18.8B
-1,699
Closed -$22K
ECL icon
650
Ecolab
ECL
$78.1B
-81
Closed -$18K