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Inspire Advisors Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1 +$3.67M
2 +$3.55M
3 +$3.2M
4
COLB icon
Columbia Banking Systems
COLB
+$3.1M
5
WDC icon
Western Digital
WDC
+$3.03M

Top Sells

1 +$3.72M
2 +$3.32M
3 +$3.13M
4
PPBI
Pacific Premier Bancorp
PPBI
+$2.79M
5
VISN
Vistance Networks Inc
VISN
+$2.75M

Sector Composition

1 Technology 7.51%
2 Financials 4.93%
3 Industrials 3.86%
4 Consumer Discretionary 3.48%
5 Utilities 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$937K 0.09%
5,598
+94
177
$933K 0.09%
40,366
-2,975
178
$931K 0.09%
19,125
+7,027
179
$910K 0.09%
20,659
-1,356
180
$907K 0.09%
7,333
-803
181
$899K 0.09%
10,616
+51
182
$898K 0.09%
13,859
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183
$898K 0.09%
5,328
-1,227
184
$893K 0.09%
+18,631
185
$874K 0.08%
2,767
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186
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2,731
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$857K 0.08%
6,329
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189
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4,188
-303
190
$849K 0.08%
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6,381
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$842K 0.08%
33,870
-16,139
193
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5,158
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194
$823K 0.08%
3,748
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195
$819K 0.08%
1,283
-205
196
$807K 0.08%
+12,975
197
$800K 0.08%
7,946
+4,202
198
$790K 0.08%
2,630
-80
199
$789K 0.08%
5,900
+379
200
$781K 0.07%
4,942
-326