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
151
$322K 0.09%
610
-7
152
$315K 0.09%
2,203
+36
153
$309K 0.08%
2,330
-76
154
$305K 0.08%
2,466
-26
155
$300K 0.08%
686
-5
156
$293K 0.08%
2,751
-137
157
$292K 0.08%
6,313
+91
158
$292K 0.08%
3,171
-31
159
$292K 0.08%
1,065
-12
160
$290K 0.08%
437
161
$289K 0.08%
1,602
-128
162
$289K 0.08%
3,073
-88
163
$285K 0.08%
1,515
-12
164
$284K 0.08%
3,686
+9
165
$281K 0.08%
+4,899
166
$279K 0.08%
+6,038
167
$277K 0.08%
3,777
-70
168
$272K 0.07%
2,759
+55
169
$267K 0.07%
+5,357
170
$267K 0.07%
6,540
-60
171
$260K 0.07%
1,797
+6
172
$254K 0.07%
2,328
-162
173
$252K 0.07%
10,579
+333
174
$252K 0.07%
+2,030
175
$251K 0.07%
1,151
-10
5 6
7
8 9