IA
Inspire Advisors Portfolio holdings
AUM
$964M
1-Year Return
12.72%
This Quarter Return
-3.44%
1 Year Return
+12.72%
3 Year Return
+37.39%
5 Year Return
–
10 Year Return
–
AUM
$364M
AUM Growth
+$6.71M
(+1.9%)
Cap. Flow
+$19.4M
Cap. Flow
% of AUM
5.34%
Top 10 Holdings %
Top 10 Hldgs %
84.71%
Holding
177
New
60
Increased
64
Reduced
22
Closed
20
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 1.89% |
| 2 | Financials | 1.44% |
| 3 | Industrials | 1.38% |
| 4 | Healthcare | 0.98% |
| 5 | Energy | 0.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Verizon
VZ
$186B
| – | – |
-5,060
| Closed | -$257K |
|
|
EBIX
177
DELISTED
Ebix Inc
EBIX
| – | – |
-13,028
| Closed | -$220K |
|