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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
LMBS icon
101
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.35B
$4.03M 0.04%
80,919
-1,455
-2% -$72.9K
FEZ icon
102
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.3B
$3.86M 0.03%
62,102
-53,139
-46% -$3.48M
XAR icon
103
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.05B
$3.84M 0.03%
15,139
-7,463
-33% -$2.04M
HYG icon
104
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$3.7M 0.03%
46,969
-2,124
-4% -$171K
GRID
105
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.7B
$3.58M 0.03%
21,865
+341
+2% +$56.7K
IEF icon
106
iShares 7-10 Year Treasury Bond ETF
IEF
$46.9B
$3.51M 0.03%
36,783
-1,875
-5% -$180K
VCSH icon
107
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$3.51M 0.03%
44,238
+9,868
+29% +$786K
ONEQ icon
108
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.7B
$3.4M 0.03%
40,061
-2,354
-6% -$211K
QMMY
109
FT Vest Nasdaq-100 Moderate Buffer ETF - May
QMMY
$142M
$3.4M 0.03%
136,778
-22,374
-14% -$561K
CSCO icon
110
Cisco
CSCO
$462B
$3.19M 0.03%
41,170
-9,263
-18% -$725K
JNK icon
111
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.35B
$2.98M 0.03%
31,450
-118,197
-79% -$11.5M
IYT icon
112
iShares US Transportation ETF
IYT
$2.3B
$2.88M 0.03%
+38,625
New +$3M
FTNT icon
113
Fortinet
FTNT
$122B
$2.85M 0.02%
34,916
-3,550
-9% -$287K
SOXX icon
114
iShares Semiconductor ETF
SOXX
$47.3B
$2.79M 0.02%
8,500
+4,199
+98% +$1.43M
XRT icon
115
State Street SPDR S&P Retail ETF
XRT
$443M
$2.7M 0.02%
+33,500
New +$2.87M
IGM icon
116
iShares Expanded Tech Sector ETF
IGM
$10.5B
$2.55M 0.02%
21,533
-5,274
-20% -$664K
NET icon
117
Cloudflare
NET
$100B
$2.29M 0.02%
11,100
-2,700
-20% -$515K
CIBR icon
118
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.6B
$1.93M 0.02%
30,909
-8,270
-21% -$555K
CRWD icon
119
CrowdStrike
CRWD
$215B
$1.87M 0.02%
19,120
-4,084
-18% -$433K
FFIV icon
120
F5
FFIV
$24.3B
$1.65M 0.01%
5,700
-1,500
-21% -$416K
VEA icon
121
Vanguard FTSE Developed Markets ETF
VEA
$229B
$1.64M 0.01%
25,633
-4,420
-15% -$292K
IBHF icon
122
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$840M
$1.62M 0.01%
70,840
– –
EPI icon
123
WisdomTree India Earnings Fund ETF
EPI
$2.05B
$1.48M 0.01%
36,249
-2,050,070
-98% -$90.6M
ASML icon
124
ASML
ASML
$684B
$1.32M 0.01%
1,027
-930
-48% -$1.27M
GD icon
125
General Dynamics
GD
$99.9B
$1.26M 0.01%
3,665
-835
-19% -$296K
3 4
5
6 7

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