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
$518M
AUM Growth
+$82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.1M
3
+$6.53M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$5.08M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$4.32M

Top Sells

1
+$5.41M
2
+$3.21M
3
+$1.96M
4
NVDA icon
NVIDIA
NVDA
+$1.17M
5
FLG
Flagstar Bank National Association
FLG
+$884K

Sector Composition

1 Financials 3.35%
2 Technology 2.97%
3 Healthcare 2.72%
4 Industrials 2.01%
5 Consumer Staples 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$284K 0.05%
8,331
+548
177
$282K 0.05%
1,292
+159
178
$280K 0.05%
948
+140
179
$279K 0.05%
+1,173
180
$278K 0.05%
+1,835
181
$278K 0.05%
18,806
+1,756
182
$276K 0.05%
5,280
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183
$274K 0.05%
795
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184
$273K 0.05%
1,409
+206
185
$273K 0.05%
59,096
+10,618
186
$268K 0.05%
9,128
+1,384
187
$266K 0.05%
+5,612
188
$266K 0.05%
8,177
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189
$265K 0.05%
6,215
+1,134
190
$264K 0.05%
12,748
+2,596
191
$263K 0.05%
3,972
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192
$260K 0.05%
8,183
+1,365
193
$250K 0.05%
+51,737
194
$250K 0.05%
+2,880
195
$245K 0.05%
+16,441
196
$243K 0.05%
4,607
+486
197
$241K 0.05%
1,534
+323
198
$241K 0.05%
15,734
+743
199
$241K 0.05%
658
+34
200
$238K 0.05%
7,939
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8
9 10