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
$518M
AUM Growth
+$82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.1M
3
+$6.53M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$5.08M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$4.32M

Top Sells

1
+$5.41M
2
+$3.21M
3
+$1.96M
4
NVDA icon
NVIDIA
NVDA
+$1.17M
5
FLG
Flagstar Bank National Association
FLG
+$884K

Sector Composition

1 Financials 3.35%
2 Technology 2.97%
3 Healthcare 2.73%
4 Industrials 2.01%
5 Consumer Staples 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$903K 0.17%
29,101
+4,255
52
$894K 0.17%
9,478
+1,234
53
$870K 0.17%
12,847
-180
54
$867K 0.17%
5,508
+148
55
$865K 0.17%
+6,845
56
$864K 0.17%
41,282
+5,682
57
$854K 0.16%
25,341
+3,693
58
$841K 0.16%
33,750
-6,170
59
$833K 0.16%
10,077
+1,415
60
$831K 0.16%
5,049
+745
61
$803K 0.15%
75,888
+9,642
62
$793K 0.15%
+21,220
63
$791K 0.15%
6,909
+992
64
$789K 0.15%
7,020
+4,005
65
$788K 0.15%
17,516
+3,509
66
$786K 0.15%
2,309
+583
67
$781K 0.15%
28,654
-868
68
$766K 0.15%
44,482
+3,194
69
$764K 0.15%
+70,904
70
$764K 0.15%
+42,892
71
$761K 0.15%
29,197
+1,235
72
$760K 0.15%
+6,143
73
$760K 0.15%
3,288
+336
74
$759K 0.15%
30,007
-1,366
75
$757K 0.15%
+12,503
1 2
3
4 5