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
$366M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$281K
2 +$279K
3 +$279K
4
FLEX icon
Flex
FLEX
+$267K
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$262K

Top Sells

1 +$447K
2 +$357K
3 +$297K
4
IOO icon
iShares Global 100 ETF
IOO
+$290K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$286K

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
CB icon
201
Chubb
CB
$116B
-682
DBJP icon
202
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$446M
-4,808
HUM icon
203
Humana
HUM
$28.5B
-756
INDA icon
204
iShares MSCI India ETF
INDA
$9.6B
-5,772
IT icon
205
Gartner
IT
$16.7B
-483