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
$865M
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$4.62M
3
+$3.96M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$3.51M
5
GLRY icon
Inspire Momentum ETF
GLRY
+$3.37M

Top Sells

1
+$8.55M
2
+$4.72M
3
+$4.33M
4
EVTR icon
Eaton Vance Total Return Bond ETF
EVTR
+$3.66M
5
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$3.07M

Sector Composition

1 Technology 6.69%
2 Utilities 4.98%
3 Financials 4.43%
4 Industrials 3.06%
5 Consumer Discretionary 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.66M 0.31%
+74,985
52
$2.64M 0.31%
85,574
+24,880
53
$2.62M 0.3%
98,102
+34,853
54
$2.58M 0.3%
+104,669
55
$2.56M 0.3%
33,885
+11,126
56
$2.52M 0.29%
75,910
+4,711
57
$2.51M 0.29%
100,766
+26,926
58
$2.51M 0.29%
39,278
+9,741
59
$2.49M 0.29%
96,528
+13,271
60
$2.48M 0.29%
227,859
+42,080
61
$2.48M 0.29%
80,204
+17,020
62
$2.44M 0.28%
54,913
+19,549
63
$2.4M 0.28%
30,020
-2,750
64
$2.38M 0.28%
128,950
+28,405
65
$2.35M 0.27%
13,899
+11,022
66
$2.33M 0.27%
37,951
+10,258
67
$2.29M 0.26%
13,236
+10,764
68
$2.29M 0.26%
8,332
+3,042
69
$2.28M 0.26%
91,622
+7,033
70
$2.2M 0.25%
18,523
-645
71
$2.16M 0.25%
3,838
+388
72
$2.1M 0.24%
78,283
-576
73
$2.05M 0.24%
+213,354
74
$1.99M 0.23%
22,583
-1,322
75
$1.93M 0.22%
+84,147
1 2
3
4 5