II

Inspire Investing Portfolio holdings

AUM $1.11B
1-Year Est. Return 22.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$452M
AUM Growth
+$88.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1 +$2.81M
2 +$1.93M
3 +$1.75M
4
IBD icon
Inspire Corporate Bond ETF
IBD
+$1.42M
5
APAM icon
Artisan Partners
APAM
+$916K

Top Sells

1 +$34.4M
2 +$1.11M
3 +$1.08M
4
FCX icon
Freeport-McMoran
FCX
+$1.06M
5
SJM icon
J.M. Smucker
SJM
+$883K

Sector Composition

1 Industrials 16.4%
2 Technology 15.77%
3 Healthcare 10.87%
4 Consumer Discretionary 8.84%
5 Real Estate 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$357K 0.08%
8,454
+3,295
352
$357K 0.08%
+8,785
353
$357K 0.08%
31,796
-62,109
354
$355K 0.08%
+7,626
355
$355K 0.08%
42,553
-39,884
356
$353K 0.08%
+7,378
357
$353K 0.08%
9,486
+2,574
358
$353K 0.08%
2,016
-1,113
359
$352K 0.08%
10,109
-2,394
360
$352K 0.08%
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361
$351K 0.08%
+7,688
362
$351K 0.08%
8,494
-1,388
363
$351K 0.08%
+11,718
364
$350K 0.08%
+14,074
365
$348K 0.08%
+11,904
366
$347K 0.08%
10,106
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367
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368
$347K 0.08%
+1,225
369
$345K 0.08%
+5,952
370
$345K 0.08%
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371
$344K 0.08%
30,814
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372
$343K 0.08%
+4,526
373
$342K 0.08%
1,610
-2,417
374
$341K 0.08%
+980
375
$341K 0.08%
28,657
+6,902