II

Inspire Investing Portfolio holdings

AUM $1.03B
1-Year Est. Return 19.18%
This Quarter Est. Return
1 Year Est. Return
+19.18%
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 +$2.74M
2 +$1.94M
3 +$1.81M
4
IBD icon
Inspire Corporate Bond ETF
IBD
+$1.43M
5
APAM icon
Artisan Partners
APAM
+$1.01M

Top Sells

1 +$34.4M
2 +$1.33M
3 +$1.21M
4
PBCT
People's United Financial Inc
PBCT
+$1.19M
5
MPC icon
Marathon Petroleum
MPC
+$1.02M

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
551
$238K 0.05%
+3,596
552
$238K 0.05%
+2,450
553
$238K 0.05%
12,028
-608
554
$237K 0.05%
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555
$237K 0.05%
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556
$237K 0.05%
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557
$236K 0.05%
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558
$235K 0.05%
44,764
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559
$235K 0.05%
+13,516
560
$233K 0.05%
+27,650
561
$232K 0.05%
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562
$232K 0.05%
6,857
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563
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564
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565
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566
$230K 0.05%
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567
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572
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574
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$228K 0.05%
+8,432