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
$754M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$18.4M
3
+$16.4M
4
LONZ icon
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
+$7.76M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$4.91M

Top Sells

1
+$45.1M
2
+$12.7M
3
+$6.28M
4
TPLC icon
Timothy Plan US Large/Mid Cap Core ETF
TPLC
+$4.99M
5
PFFR icon
InfraCap REIT Preferred ETF
PFFR
+$4.59M

Sector Composition

1 Technology 7.07%
2 Industrials 3.47%
3 Utilities 2.95%
4 Financials 2.83%
5 Energy 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.02M 0.13%
993
+9
102
$1.01M 0.13%
+88,519
103
$1.01M 0.13%
+44,821
104
$1.01M 0.13%
30,724
+480
105
$1.01M 0.13%
19,329
+155
106
$997K 0.13%
4,128
+26
107
$987K 0.13%
2,435
+58
108
$964K 0.13%
+32,905
109
$962K 0.13%
11,022
-256
110
$945K 0.13%
6,374
+121
111
$942K 0.12%
1,850
-4
112
$931K 0.12%
17,409
+5,579
113
$923K 0.12%
3,143
+16
114
$910K 0.12%
35,928
+21,547
115
$906K 0.12%
10,340
+568
116
$876K 0.12%
16,084
-1,207
117
$876K 0.12%
32,000
118
$874K 0.12%
11,686
-2,587
119
$846K 0.11%
+18,375
120
$843K 0.11%
6,819
+110
121
$830K 0.11%
32,625
+188
122
$823K 0.11%
11,337
+210
123
$809K 0.11%
+27,463
124
$801K 0.11%
5,205
+55
125
$794K 0.11%
8,679
+112
3 4
5
6 7