IA

Inspire Advisors Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$307M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$4.16M
3
+$3.84M
4
FSK icon
FS KKR Capital
FSK
+$3.05M
5
PHYS icon
Sprott Physical Gold
PHYS
+$2.81M

Top Sells

1
+$5.77M
2
+$2.99M
3
+$1.85M
4
UNH icon
UnitedHealth
UNH
+$516K
5
CE icon
Celanese
CE
+$411K

Sector Composition

1 Financials 2.48%
2 Technology 2.39%
3 Healthcare 1.37%
4 Industrials 0.87%
5 Real Estate 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$305K 0.1%
+941
52
$297K 0.1%
+18,168
53
$296K 0.1%
1,329
+84
54
$294K 0.1%
2,389
-48
55
$293K 0.1%
2,452
-1,623
56
$290K 0.09%
+10,985
57
$283K 0.09%
+7,385
58
$279K 0.09%
12,826
-99
59
$277K 0.09%
1,693
-153
60
$263K 0.09%
2,914
-78
61
$253K 0.08%
+1,704
62
$253K 0.08%
+14,499
63
$252K 0.08%
+4,080
64
$250K 0.08%
1,729
-986
65
$246K 0.08%
2,562
-444
66
$237K 0.08%
4,256
-2,328
67
$235K 0.08%
+6,880
68
$233K 0.08%
+13,155
69
$232K 0.08%
+13,764
70
$229K 0.07%
1,180
-511
71
$223K 0.07%
3,379
+121
72
$217K 0.07%
+799
73
$216K 0.07%
2,511
+77
74
$213K 0.07%
1,940
-2,490
75
$211K 0.07%
+3,998
1 2
3
4 5