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
$290M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
827
New
Increased
Reduced
Closed

Top Buys

1 +$1.94M
2 +$1.94M
3 +$1.67M
4
UNP icon
Union Pacific
UNP
+$1.66M
5
LOW icon
Lowe's Companies
LOW
+$1.27M

Top Sells

1 +$2.02M
2 +$1.95M
3 +$1.71M
4
IBD icon
Inspire Corporate Bond ETF
IBD
+$1.63M
5
D icon
Dominion Energy
D
+$1.61M

Sector Composition

1 Industrials 17.08%
2 Technology 12.23%
3 Healthcare 10.52%
4 Real Estate 8.74%
5 Consumer Discretionary 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-6,075
527
-8,060
528
-391
529
-24,563
530
-5,544
531
-6
532
-1,287
533
-615
534
-500
535
-86
536
-56
537
-3
538
-958
539
-339
540
-5
541
-10,999
542
-7,949
543
-333
544
-5,382
545
-1,060
546
-41
547
-274
548
-172
549
-8,519
550
-6,527