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
126
$437K 0.15%
+5,596
127
$436K 0.15%
5,656
-87
128
$436K 0.15%
4,284
-141
129
$418K 0.15%
4,912
-200
130
$413K 0.15%
1,995
-56
131
$404K 0.14%
2,801
-74
132
$395K 0.14%
1,784
-795
133
$395K 0.14%
8,741
-666
134
$394K 0.14%
5,969
-99
135
$391K 0.14%
6,588
-147
136
$389K 0.14%
15,346
-1,087
137
$388K 0.14%
17,711
+22
138
$369K 0.13%
3,602
-958
139
$339K 0.12%
4,233
-40
140
$328K 0.12%
+5,908
141
$325K 0.11%
9,102
+648
142
$323K 0.11%
7,000
-1,140
143
$321K 0.11%
3,433
-85
144
$321K 0.11%
3,637
-94
145
$320K 0.11%
4,185
-23
146
$314K 0.11%
5,212
-98
147
$304K 0.11%
2,577
-1,803
148
$295K 0.1%
1,975
+128
149
$288K 0.1%
3,275
-55
150
$278K 0.1%
2,104
-1,089
4 5
6
7 8