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
51
$1.24M 0.44%
6,990
+791
52
$1.23M 0.44%
29,468
-563
53
$1.17M 0.41%
15,552
-426
54
$1.09M 0.39%
10,169
-218
55
$1.05M 0.37%
13,759
-379
56
$1.03M 0.36%
26,795
-414
57
$1.01M 0.36%
6,746
+33
58
$999K 0.35%
32,076
-463
59
$992K 0.35%
51,465
+2,073
60
$989K 0.35%
31,581
-12,930
61
$945K 0.33%
81,480
+4,608
62
$936K 0.33%
11,368
-35
63
$923K 0.33%
+24,320
64
$923K 0.33%
48,433
-1,108
65
$914K 0.32%
10,539
-219
66
$886K 0.31%
16,950
-26
67
$863K 0.31%
8,756
-222
68
$860K 0.3%
8,011
-178
69
$848K 0.3%
17,089
-352
70
$839K 0.3%
33,796
-629
71
$822K 0.29%
15,946
-472
72
$798K 0.28%
43,910
-885
73
$779K 0.28%
2,095
-60
74
$769K 0.27%
6,926
-160
75
$754K 0.27%
14,724
+3,772
1 2
3
4 5