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
201
$30K 0.01%
997
+4
202
$16K 0.01%
3,000
203
– –
-6,083
204
– –
-10,039
205
– –
-10,944
206
– –
-2,162
207
– –
-3,883
208
– –
-16,941
209
– –
-2,360
210
– –
-4,406
211
– –
-4,777
5 6 7 8
9