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
76
$1.88M 0.22%
3,797
+1,031
77
$1.85M 0.21%
76,118
+46,408
78
$1.84M 0.21%
36,345
+28,307
79
$1.79M 0.21%
23,043
-18,242
80
$1.74M 0.2%
16,035
+624
81
$1.74M 0.2%
35,014
+9,222
82
$1.73M 0.2%
17,299
-1,061
83
$1.71M 0.2%
16,365
+4,652
84
$1.7M 0.2%
49,302
-4,524
85
$1.69M 0.2%
+34,663
86
$1.67M 0.19%
33,411
-1,508
87
$1.64M 0.19%
17,632
+5,271
88
$1.6M 0.19%
19,667
-4,743
89
$1.56M 0.18%
+46,012
90
$1.54M 0.18%
2,895
-204
91
$1.54M 0.18%
56,230
+6,078
92
$1.52M 0.18%
11,859
-1,065
93
$1.46M 0.17%
17,343
-3,799
94
$1.46M 0.17%
3,892
+1,017
95
$1.42M 0.16%
19,846
-3
96
$1.42M 0.16%
+24,793
97
$1.35M 0.16%
+26,045
98
$1.33M 0.15%
16,126
+46
99
$1.31M 0.15%
40,272
-2,934
100
$1.3M 0.15%
25,208
+187
2 3
4
5 6