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
$364M
AUM Growth
+$6.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$12.1M
3
+$9.79M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.08M
5
IBD icon
Inspire Corporate Bond ETF
IBD
+$1.78M

Top Sells

1
+$15.8M
2
+$14.2M
3
+$4.11M
4
ISMD icon
Inspire Small/Mid Cap Impact ETF
ISMD
+$3.43M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.42M

Sector Composition

1 Technology 1.88%
2 Financials 1.44%
3 Industrials 1.38%
4 Healthcare 0.98%
5 Energy 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$327K 0.09%
+10,287
52
$326K 0.09%
4,762
+1,149
53
$324K 0.09%
+6,328
54
$318K 0.09%
+9,558
55
$318K 0.09%
6,460
+2,618
56
$308K 0.08%
2,208
+144
57
$307K 0.08%
6,365
+56
58
$302K 0.08%
+14,860
59
$301K 0.08%
+22,283
60
$300K 0.08%
1,023
+116
61
$299K 0.08%
+5,176
62
$298K 0.08%
+1,388
63
$294K 0.08%
+13,432
64
$293K 0.08%
2,423
+1
65
$289K 0.08%
+9,784
66
$282K 0.08%
+9,703
67
$282K 0.08%
1,571
-9
68
$278K 0.08%
5,565
+64
69
$277K 0.08%
+10,286
70
$274K 0.08%
+4,214
71
$274K 0.08%
6,030
+648
72
$272K 0.07%
9,649
+266
73
$272K 0.07%
+9,573
74
$270K 0.07%
+11,968
75
$269K 0.07%
+19,382
1 2
3
4 5