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
$277M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$2.34M
3
+$2.27M
4
IBD icon
Inspire Corporate Bond ETF
IBD
+$1.88M
5
BLES icon
Inspire Global Hope ETF
BLES
+$1.73M

Top Sells

1
+$632K
2
+$529K
3
+$504K
4
APAM icon
Artisan Partners
APAM
+$398K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$367K

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 Change
in Stake 		Capital Flow
51
$267K 0.1%
1,347
-49
52
$267K 0.1%
2,992
+236
53
$265K 0.1%
6,953
-381
54
$257K 0.09%
1,245
+558
55
$250K 0.09%
13,953
-11,124
56
$249K 0.09%
1,128
-3
57
$241K 0.09%
3,006
-826
58
$236K 0.09%
6,049
+3,752
59
$228K 0.08%
4,400
60
$223K 0.08%
4,352
+1,686
61
$217K 0.08%
3,258
62
$207K 0.07%
520
-146
63
$206K 0.07%
2,434
+2,238
64
$200K 0.07%
905
-13
65
$197K 0.07%
+4,431
66
$190K 0.07%
10,250
-7,371
67
$146K 0.05%
4,981
+3,241
68
$140K 0.05%
36,305
69
$135K 0.05%
40,639
+27,192
70
$128K 0.05%
11,970
+1,500
71
$125K 0.05%
+2,372
72
$102K 0.04%
+11,900
73
$87K 0.03%
14,908
-2,220
74
$78K 0.03%
10,719
-958
75
$72K 0.03%
4,450
-479
1 2
3
4 5