IA

Inspire Advisors Portfolio holdings

AUM $964M
1-Year Return 12.72%
This Quarter Return
+8.34%
1 Year Return
+12.72%
3 Year Return
+37.39%
5 Year Return
10 Year Return
AUM
$277M
AUM Growth
+$8.86M
Cap. Flow
-$6.61M
Cap. Flow %
-2.39%
Top 10 Hldgs %
90.31%
Holding
842
New
5
Increased
41
Reduced
27
Closed
760

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 Shares
Change %
Capital Flow
ALL icon
751
Allstate
ALL
$53.1B
-374
Closed -$41K
ALLE icon
752
Allegion
ALLE
$14.8B
-133
Closed -$15K
AMD icon
753
Advanced Micro Devices
AMD
$245B
-164
Closed -$15K
AMED
754
DELISTED
Amedisys
AMED
-275
Closed -$81K
AMH icon
755
American Homes 4 Rent
AMH
$12.9B
-2,146
Closed -$64K
AMG icon
756
Affiliated Managers Group
AMG
$6.54B
-13
Closed -$1K
AMP icon
757
Ameriprise Financial
AMP
$46.1B
-149
Closed -$29K
AMT icon
758
American Tower
AMT
$92.9B
-553
Closed -$124K
AMZN icon
759
Amazon
AMZN
$2.48T
-620
Closed -$102K
ANGL icon
760
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.05B
-26
Closed -$1K
BB icon
761
BlackBerry
BB
$2.31B
-775
Closed -$5K
ANSS
762
DELISTED
Ansys
ANSS
-912
Closed -$332K
AOD
763
abrdn Total Dynamic Dividend Fund
AOD
$962M
-17
Closed
AOM icon
764
iShares Core Moderate Allocation ETF
AOM
$1.59B
-6
Closed
APA icon
765
APA Corp
APA
$8.14B
-2,826
Closed -$40K
APAM icon
766
Artisan Partners
APAM
$3.26B
-7,904
Closed -$398K
APD icon
767
Air Products & Chemicals
APD
$64.5B
-218
Closed -$60K
APH icon
768
Amphenol
APH
$135B
-64
Closed -$2K
APLE icon
769
Apple Hospitality REIT
APLE
$3.09B
-2,072
Closed -$27K
APTV icon
770
Aptiv
APTV
$17.5B
-1,618
Closed -$211K
ARE icon
771
Alexandria Real Estate Equities
ARE
$14.5B
-667
Closed -$119K
ARWR icon
772
Arrowhead Research
ARWR
$4.02B
-100
Closed -$8K
ARW icon
773
Arrow Electronics
ARW
$6.57B
-270
Closed -$26K
ASH icon
774
Ashland
ASH
$2.51B
-307
Closed -$24K
ASML icon
775
ASML
ASML
$307B
-162
Closed -$79K