IFS
Ifrah Financial Services Portfolio holdings
AUM
$366M
This Quarter Return
+5.39%
1 Year Return
+10.24%
3 Year Return
+43.13%
5 Year Return
+72.26%
10 Year Return
+146.28%
AUM
$371M
AUM Growth
+$371M
(+5.1%)
Cap. Flow
+$1.52M
Cap. Flow
% of AUM
0.41%
Top 10 Holdings %
Top 10 Hldgs %
36.81%
Holding
224
New
18
Increased
79
Reduced
111
Closed
12
Top Buys
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$607K |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$564K |
| 3 |
Hillenbrand
HI
|
$464K |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$418K |
| 5 |
Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
|
$369K |
Sector Composition
| 1 | Technology | 12.13% |
| 2 | Industrials | 4.52% |
| 3 | Healthcare | 3.68% |
| 4 | Consumer Staples | 1.17% |
| 5 | Consumer Discretionary | 1.13% |
