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
$865M
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$4.62M
3
+$3.96M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$3.51M
5
GLRY icon
Inspire Momentum ETF
GLRY
+$3.37M

Top Sells

1
+$8.55M
2
+$4.72M
3
+$4.33M
4
EVTR icon
Eaton Vance Total Return Bond ETF
EVTR
+$3.66M
5
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$3.07M

Sector Composition

1 Technology 6.69%
2 Utilities 4.98%
3 Financials 4.43%
4 Industrials 3.06%
5 Consumer Discretionary 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$677K 0.08%
10,970
-5,197
177
$677K 0.08%
+5,549
178
$675K 0.08%
5,311
+435
179
$674K 0.08%
+7,055
180
$672K 0.08%
+23,787
181
$666K 0.08%
+8,059
182
$662K 0.08%
1,521
-419
183
$659K 0.08%
+19,317
184
$656K 0.08%
1,277
+872
185
$654K 0.08%
3,181
-3,543
186
$652K 0.08%
+6,094
187
$652K 0.08%
+5,178
188
$652K 0.08%
4,268
+1,294
189
$649K 0.08%
22,044
+278
190
$647K 0.07%
2,732
191
$645K 0.07%
33,902
+3,219
192
$645K 0.07%
+9,993
193
$644K 0.07%
+5,727
194
$636K 0.07%
+14,640
195
$628K 0.07%
+18,987
196
$624K 0.07%
2,736
-462
197
$622K 0.07%
4,749
+1,646
198
$622K 0.07%
9,464
+3,114
199
$620K 0.07%
4,008
+1,113
200
$618K 0.07%
+1,326
6 7
8
9 10