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IFS

Ifrah Financial Services Portfolio holdings

AUM $378M
1-Year Est. Return 17.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
-$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1 +$3.53M
2 +$3.33M
3 +$3.11M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$2.82M
5
VZ icon
Verizon
VZ
+$947K

Top Sells

1 +$6.13M
2 +$4.33M
3 +$3.8M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.06M
5
MATV icon
Mativ Holdings
MATV
+$1.03M

Sector Composition

1 Technology 6.59%
2 Healthcare 4.89%
3 Industrials 3.66%
4 Consumer Discretionary 1.82%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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