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
201
$616K 0.07%
3,557
+1
202
$610K 0.07%
3,534
-322
203
$607K 0.07%
+2,604
204
$607K 0.07%
3,554
+528
205
$607K 0.07%
+12,853
206
$605K 0.07%
+10,788
207
$605K 0.07%
+3,685
208
$600K 0.07%
1,398
-104
209
$598K 0.07%
2,673
+125
210
$597K 0.07%
+306
211
$589K 0.07%
999
-61
212
$587K 0.07%
+19,979
213
$586K 0.07%
10,704
-1,223
214
$586K 0.07%
6,093
+368
215
$586K 0.07%
20,638
+28
216
$581K 0.07%
9,935
-1,384
217
$581K 0.07%
6,640
-865
218
$580K 0.07%
3,490
-620
219
$577K 0.07%
6,571
-118
220
$577K 0.07%
7,282
-1,131
221
$575K 0.07%
6,966
-17,698
222
$575K 0.07%
3,721
-501
223
$575K 0.07%
+7,676
224
$574K 0.07%
2,214
+219
225
$572K 0.07%
+31,212
7 8
9
10 11