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
176
$224K 0.08%
2,567
-170
177
$223K 0.08%
7,567
178
$222K 0.08%
+2,979
179
$221K 0.08%
2,046
-25
180
$221K 0.08%
+7,421
181
$220K 0.08%
+3,320
182
$217K 0.08%
1,874
-36
183
$216K 0.08%
+5,618
184
$214K 0.08%
+2,736
185
$213K 0.08%
+6,029
186
$213K 0.08%
+3,622
187
$211K 0.07%
1,042
-50
188
$210K 0.07%
4,503
-14
189
$210K 0.07%
13,860
-490
190
$207K 0.07%
+2,510
191
$205K 0.07%
6,143
-33
192
$203K 0.07%
+1,470
193
$203K 0.07%
3,411
+1
194
$202K 0.07%
+3,717
195
$200K 0.07%
+2,000
196
$186K 0.07%
10,067
+83
197
$173K 0.06%
17,491
-429
198
$159K 0.06%
47,677
-956
199
$130K 0.05%
18,308
-397
200
$117K 0.04%
2,163
5 6 7
8
9