IA
Inspire Advisors Portfolio holdings
AUM
$964M
1-Year Return
12.72%
This Quarter Return
+6.36%
1 Year Return
+12.72%
3 Year Return
+37.39%
5 Year Return
–
10 Year Return
–
AUM
$307M
AUM Growth
+$30.4M
(+11%)
Cap. Flow
+$13.8M
Cap. Flow
% of AUM
4.5%
Top 10 Holdings %
Top 10 Hldgs %
89.18%
Holding
101
New
24
Increased
30
Reduced
31
Closed
13
Top Buys
| 1 |
Inspire Corporate Bond ETF
IBD
|
$4.51M |
| 2 |
Inspire Tactical Balanced ETF
RISN
|
$4.16M |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
$3.84M |
| 4 |
FS KKR Capital
FSK
|
$3.05M |
| 5 |
Sprott Physical Gold
PHYS
|
$2.81M |
Top Sells
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$5.77M |
| 2 |
FSKR
FS KKR Capital Corp. II
FSKR
|
$2.99M |
| 3 |
Inspire Small/Mid Cap Impact ETF
ISMD
|
$1.85M |
| 4 |
UnitedHealth
UNH
|
$516K |
| 5 |
Celanese
CE
|
$411K |
Sector Composition
| 1 | Financials | 2.48% |
| 2 | Technology | 2.41% |
| 3 | Healthcare | 1.35% |
| 4 | Industrials | 0.87% |
| 5 | Real Estate | 0.82% |