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MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $11.5B
1-Year Est. Return 52.5%
This Fund
S&P 500
This Quarter Est. Return
+6.39%
1 Year Est. Return
+52.5%
3 Year Est. Return
+121.22%
5 Year Est. Return
+148.45%
10 Year Est. Return
+570.87%
AUM
$11.5B
AUM Growth
-$104M
Cap. Flow
-$31.9M
Cap. Flow %
-0.28%
Top 10 Hldgs %
44.81%
Holding
434
New
88
Increased
95
Reduced
107
Closed
74

Top Buys

1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$373M
2
EWY icon
iShares MSCI South Korea ETF
EWY
+$175M
3
SMH icon
VanEck Semiconductor ETF
SMH
+$142M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$134M
5
MU icon
Micron Technology
MU
+$131M

Top Sells

1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$767M
2
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$251M
3
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$202M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$143M
5
META icon
Meta Platforms (Facebook)
META
+$136M

Sector Composition

1 Technology 30.14%
2 Healthcare 13.43%
3 Communication Services 5.62%
4 Consumer Discretionary 4.29%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NFG icon
301
National Fuel Gas
NFG
$7.59B
$44.5K ﹤0.01%
474
+236
+99% +$20.6K
SO icon
302
Southern Company
SO
$108B
$44K ﹤0.01%
456
+97
+27% +$8.97K
IGSB icon
303
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$43.2K ﹤0.01%
821
– –
RIO icon
304
Rio Tinto
RIO
$152B
$42.9K ﹤0.01%
460
– –
FINX icon
305
Global X FinTech ETF
FINX
$171M
$40.7K ﹤0.01%
1,760
-200
-10% -$5.17K
CAVA icon
306
CAVA Group
CAVA
$8.15B
$38.9K ﹤0.01%
+481
New +$35.1K
AAXJ icon
307
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.78B
$35.2K ﹤0.01%
366
– –
EBND icon
308
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.26B
$34.4K ﹤0.01%
1,665
– –
DFE icon
309
WisdomTree Europe SmallCap Dividend Fund
DFE
$161M
$33.7K ﹤0.01%
470
– –
BND icon
310
Vanguard Total Bond Market
BND
$158B
$33.4K ﹤0.01%
453
-536
-54% -$39.8K
MTUM icon
311
iShares MSCI USA Momentum Factor ETF
MTUM
$27.3B
$31.2K ﹤0.01%
130
– –
BROS icon
312
Dutch Bros
BROS
$8.79B
$31.2K ﹤0.01%
+615
New +$33.6K
NOBL icon
313
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$30.7K ﹤0.01%
580
– –
IWP icon
314
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$28.7K ﹤0.01%
224
-186
-45% -$25.2K
DIA icon
315
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.4B
$28.3K ﹤0.01%
61
– –
EXI icon
316
iShares Global Industrials ETF
EXI
$1.4B
$26.6K ﹤0.01%
+147
New +$27.7K
HYLS icon
317
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.63B
$25.2K ﹤0.01%
620
– –
VWO icon
318
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$24.3K ﹤0.01%
450
– –
CEG icon
319
Constellation Energy
CEG
$91.6B
$24K ﹤0.01%
86
-250,072
-100% -$76M
EWU icon
320
iShares MSCI United Kingdom ETF
EWU
$3.96B
$22.2K ﹤0.01%
488
-2,575
-84% -$119K
OSPN icon
321
OneSpan
OSPN
$574M
$21.1K ﹤0.01%
2,000
-2,000
-50% -$22.7K
IYZ icon
322
iShares US Telecommunications ETF
IYZ
$1.26B
$19.5K ﹤0.01%
495
-270
-35% -$10.1K
DRUP icon
323
GraniteShares Nasdaq Select Disruptors ETF
DRUP
$48.1M
$18.6K ﹤0.01%
340
– –
ZAP
324
Global X U.S. Electrification ETF
ZAP
$477M
$17.7K ﹤0.01%
+550
New +$17.4K
QTUM icon
325
Defiance Quantum ETF
QTUM
$5.66B
$16.4K ﹤0.01%
+153
New +$17.5K
11 12
13
14 15

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CM
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VLKIM
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GKIM
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PFSRSONJ
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