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
$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
126
$784K 0.1%
5,003
+179
127
$783K 0.1%
5,785
128
$776K 0.1%
32,244
-12,168
129
$764K 0.1%
9,789
+4,306
130
$762K 0.1%
3,344
+372
131
$751K 0.1%
8,768
+121
132
$746K 0.1%
17,327
+284
133
$738K 0.1%
8,362
+94
134
$729K 0.1%
+7,772
135
$727K 0.1%
21,743
+1
136
$724K 0.1%
7,615
+98
137
$697K 0.09%
13,036
-384
138
$694K 0.09%
+12,573
139
$693K 0.09%
7,553
-10,837
140
$693K 0.09%
4,384
-26
141
$690K 0.09%
13,147
+568
142
$689K 0.09%
11,364
+591
143
$680K 0.09%
+3,876
144
$675K 0.09%
9,585
+1,800
145
$674K 0.09%
4,479
-298
146
$668K 0.09%
+9,915
147
$667K 0.09%
16,102
+92
148
$648K 0.09%
20,925
-407
149
$645K 0.09%
4,124
+55
150
$629K 0.08%
2,187
+85
4 5
6
7 8