IFS

Ifrah Financial Services Portfolio holdings

AUM $389M
1-Year Est. Return 14.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$266K
2
+$261K
3
+$251K
4
IXC icon
iShares Global Energy ETF
IXC
+$248K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$240K

Top Sells

1
+$435K
2
+$357K
3
+$297K
4
IOO icon
iShares Global 100 ETF
IOO
+$267K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$257K

Sector Composition

1 Technology 11.39%
2 Industrials 4.22%
3 Healthcare 2.93%
4 Consumer Staples 1.17%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.4%
3,699
-41
52
$1.41M 0.38%
7,583
-60
53
$1.4M 0.38%
17,934
-250
54
$1.4M 0.38%
8,093
-94
55
$1.33M 0.36%
4,329
-60
56
$1.33M 0.36%
3,716
-43
57
$1.29M 0.35%
46,161
-605
58
$1.11M 0.3%
4,756
-85
59
$1.09M 0.3%
9,827
-44
60
$1.05M 0.29%
2,240
-34
61
$1.02M 0.28%
20,708
-110
62
$1.02M 0.28%
40,453
-146
63
$1.01M 0.28%
4,635
-64
64
$950K 0.26%
3,259
+374
65
$947K 0.26%
1,525
-46
66
$916K 0.25%
8,799
-3
67
$906K 0.25%
16,500
-182
68
$873K 0.24%
1,629
-182
69
$862K 0.24%
33,794
-401
70
$855K 0.23%
11,556
-138
71
$847K 0.23%
2,787
+13
72
$845K 0.23%
6,570
-956
73
$845K 0.23%
4,068
-33
74
$843K 0.23%
10,518
-99
75
$830K 0.23%
7,652
-93
1 2
3
4 5