IFS

Ifrah Financial Services Portfolio holdings

AUM $386M
1-Year Est. Return 11.51%
This Quarter Est. Return
1 Year Est. Return
+11.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$6.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$923K
2
+$682K
3
+$658K
4
DDWM icon
WisdomTree Dynamic International Equity Fund
DDWM
+$508K
5
IYJ icon
iShares US Industrials ETF
IYJ
+$437K

Top Sells

1
+$861K
2
+$760K
3
+$755K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$484K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$428K

Sector Composition

1 Technology 7.08%
2 Healthcare 4.55%
3 Industrials 4.42%
4 Consumer Discretionary 2.85%
5 Financials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.3M 1.17%
25,751
-779
27
$3.18M 1.12%
33,606
-353
28
$3.15M 1.11%
57,692
+344
29
$3.06M 1.08%
36,540
-372
30
$2.84M 1%
27,495
-133
31
$2.76M 0.98%
24,962
-108
32
$2.56M 0.9%
98,860
+1,914
33
$2.47M 0.87%
30,806
-734
34
$2.25M 0.79%
47,736
+380
35
$2.05M 0.72%
20,257
-128
36
$1.92M 0.68%
16,757
-468
37
$1.91M 0.68%
23,690
-422
38
$1.88M 0.66%
45,722
-674
39
$1.8M 0.64%
20,837
+81
40
$1.8M 0.64%
16,307
-347
41
$1.79M 0.63%
34,546
-264
42
$1.78M 0.63%
16,239
-82
43
$1.78M 0.63%
14,926
-97
44
$1.77M 0.62%
36,546
-242
45
$1.63M 0.58%
33,452
-752
46
$1.49M 0.53%
5,595
-165
47
$1.48M 0.52%
20,174
48
$1.4M 0.5%
29,662
-2,349
49
$1.38M 0.49%
11,748
-45
50
$1.25M 0.44%
25,398
-252
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2
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