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
$307M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$4.51M
2 +$4.16M
3 +$3.84M
4
FSK icon
FS KKR Capital
FSK
+$3.05M
5
PHYS icon
Sprott Physical Gold
PHYS
+$2.81M

Top Sells

1 +$5.77M
2 +$2.99M
3 +$1.85M
4
UNH icon
UnitedHealth
UNH
+$516K
5
CE icon
Celanese
CE
+$411K

Sector Composition

1 Financials 2.48%
2 Technology 2.39%
3 Healthcare 1.37%
4 Industrials 0.87%
5 Real Estate 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-152,997