IA
Inspire Advisors Portfolio holdings
AUM $865M
AUM
$865M
AUM Growth
+$47.8M (+6%)
Cap. Flow
+$116M
Cap. Flow % of AUM
13.42%
Top 10 Holdings %Top 10 Hldgs %
50.39%
Holding
532
New
118
Increased
157
Reduced
168
Closed
83
Top Buys
| 1 | $4.96M | |
| 2 | $4.62M | |
| 3 | $3.96M | |
| 4 | $3.51M | |
| 5 | $3.37M |
Top Sells
| 1 | $8.55M | |
| 2 | $4.72M | |
| 3 | $2.99M | |
| 4 | $2.73M | |
| 5 | $2.27M |
Sector Composition
| 1 | Technology | 6.83% |
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $616K | 0.07% | 3,557 +1 | +0% | +$173 | |||
| $610K | 0.07% | 3,534 -322 | -8% | -$55.5K | |||
| $607K | 0.07% | 2,604 | New | +$607K | |||
| $607K | 0.07% | 3,554 +528 | +17% | +$90.2K | |||
| $607K | 0.07% | 12,853 | New | +$607K | |||
| $605K | 0.07% | 10,788 | New | +$605K | |||
| $605K | 0.07% | 3,685 | New | +$605K | |||
| $600K | 0.07% | 1,398 -104 | -7% | -$44.6K | |||
| $598K | 0.07% | 2,673 +125 | +5% | +$28K | |||
| $597K | 0.07% | 306 | New | +$597K | |||
| $589K | 0.07% | 999 -61 | -6% | -$36K | |||
| $587K | 0.07% | 19,979 | New | +$587K | |||
| $586K | 0.07% | 10,704 -1,223 | -10% | -$67K | |||
| $586K | 0.07% | 6,093 +368 | +6% | +$35.4K | |||
| $586K | 0.07% | 20,638 +28 | +0.1% | +$794 | |||
| $581K | 0.07% | 9,935 -1,384 | -12% | -$81K | |||
| $581K | 0.07% | 6,640 -865 | -12% | -$75.7K | |||
| $580K | 0.07% | 3,490 -620 | -15% | -$103K | |||
| $577K | 0.07% | 6,571 -118 | -2% | -$10.4K | |||
| $577K | 0.07% | 7,282 -1,131 | -13% | -$89.6K | |||
| $575K | 0.07% | 6,966 -17,698 | -72% | -$1.46M | |||
| $575K | 0.07% | 3,721 -501 | -12% | -$77.4K | |||
| $575K | 0.07% | 7,676 | New | +$575K | |||
| $574K | 0.07% | 2,214 +219 | +11% | +$56.8K | |||
| $572K | 0.07% | 31,212 | New | +$572K |
