Free Trial

Ifrah Financial Services, Inc. Top Holdings and 13F Report (2025)

About Ifrah Financial Services, Inc.

Investment Activity

  • Ifrah Financial Services, Inc. has $361.93 million in total holdings as of December 31, 2024.
  • Ifrah Financial Services, Inc. owns shares of 203 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
  • Approximately 4.53% of the portfolio was purchased this quarter.
  • About 3.85% of the portfolio was sold this quarter.
  • This quarter, Ifrah Financial Services, Inc. has purchased 212 new stocks and bought additional shares in 65 stocks.
  • Ifrah Financial Services, Inc. sold shares of 127 stocks and completely divested from 17 stocks this quarter.

Largest New Holdings this Quarter

LAM RESEARCH CORP
$531,906 Holding
Brinker International
$280,455 Holding
iShares MSCI Canada ETF
$260,437 Holding
iShares MSCI Taiwan ETF
$243,142 Holding
EPAM Systems
$216,403 Holding

Largest Purchases this Quarter

Schwab U.S. Large-Cap Value ETF
146,818 shares (about $3.83M)
Schwab US Large-Cap ETF
45,221 shares (about $1.05M)
Schwab U.S. Mid-Cap ETF
30,434 shares (about $843.32K)
Schwab US Small-Cap ETF
20,817 shares (about $538.33K)

Largest Sales this Quarter

iShares S&P 500 Growth ETF
7,487 shares (about $760.16K)
Vanguard Total Stock Market ETF
1,334 shares (about $386.54K)
Vanguard Mega Cap Growth ETF
1,112 shares (about $381.88K)
iShares U.S. Aerospace & Defense ETF
2,406 shares (about $349.74K)
Vanguard Small-Cap Growth ETF
822 shares (about $230.21K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIfrah Financial Services, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$24,796,935$436,616 1.8%491,3206.9%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$19,758,956$760,155 -3.7%194,6125.5%ETF
Apple Inc. stock logo
AAPL
Apple
$19,032,222$63,607 -0.3%76,0015.3%Computer and Technology
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$13,289,420$180,496 -1.3%146,1503.7%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$11,855,046$157,730 1.3%144,6093.3%Manufacturing
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$11,136,278$223,364 2.0%218,8733.1%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$10,241,612$187,099 1.9%178,3942.8%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$9,584,085$127,333 1.3%188,9982.6%ETF
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$9,504,659$216,948 2.3%188,2112.6%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$8,383,734$49,346 -0.6%42,3042.3%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$7,630,912$230,213 -2.9%27,2472.1%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$7,507,728$61,661 0.8%123,5842.1%ETF
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$7,317,363$192,400 2.7%122,4252.0%Manufacturing
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$7,197,217$32,083 -0.4%53,1672.0%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$7,111,024$31,497 -0.4%65,4732.0%ETF
iShares 0-5 Year Investment Grade Corporate Bond ETF stock logo
SLQD
iShares 0-5 Year Investment Grade Corporate Bond ETF
$7,053,882$3,640,970 106.7%141,8151.9%Manufacturing
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$6,140,923$82,451 1.4%123,9341.7%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$5,754,822$3,827,545 198.6%220,7451.6%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$5,601,372$140,243 -2.4%20,7691.5%ETF
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$5,325,641$60,569 -1.1%153,2561.5%ETF
iShares Cohen & Steers REIT ETF stock logo
ICF
iShares Cohen & Steers REIT ETF
$5,238,522$10,847 -0.2%86,9321.4%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$5,061,547$75,851 -1.5%40,5051.4%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$5,022,488$381,881 -7.1%14,6251.4%ETF
Schwab Fundamental International Large Company Index ETF stock logo
FNDF
Schwab Fundamental International Large Company Index ETF
$4,818,599$68,014 1.4%145,0951.3%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$4,274,342$212,131 -4.7%16,8451.2%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$3,663,316$49,017 -1.3%22,6451.0%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$3,642,894$1,686 0.0%8,6431.0%Computer and Technology
COM
Direxion Auspice Broad Commodity Strategy ETF
$3,337,031$14,188 -0.4%117,8330.9%ETF
iShares MSCI Emerging Markets Min Vol Factor ETF stock logo
EEMV
iShares MSCI Emerging Markets Min Vol Factor ETF
$3,204,411$52,887 1.7%55,2580.9%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$2,861,768$250 0.0%22,9110.8%ETF
Walmart Inc. stock logo
WMT
Walmart
$2,512,759$192,177 -7.1%27,8110.7%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,497,108$78,734 -3.1%3,2350.7%Medical
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$2,419,916$12,488 0.5%46,1200.7%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$2,368,552$23,568 1.0%88,9430.7%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,358,643$49,955 -2.1%17,5640.7%Computer and Technology
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$2,340,284$18,107 0.8%24,1690.6%ETF
First Trust Senior Loan ETF stock logo
FTSL
First Trust Senior Loan ETF
$2,224,050$112,409 5.3%48,0980.6%Manufacturing
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$2,078,237$22,661 1.1%42,9210.6%Manufacturing
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$2,071,989$51,028 2.5%40,0770.6%Manufacturing
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$1,981,108$4,810 0.2%22,2400.5%ETF
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$1,892,256$21,786 1.2%37,5220.5%ETF
Fiserv, Inc. stock logo
FI
Fiserv
$1,841,826$75,801 -4.0%8,9660.5%Business Services
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF stock logo
BCD
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
$1,828,546$24,970 1.4%58,3640.5%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$1,775,221$26,330 1.5%36,4750.5%Manufacturing
Synopsys, Inc. stock logo
SNPS
Synopsys
$1,739,026$59,213 -3.3%3,5830.5%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,579,034$22,787 -1.4%6,7910.4%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$1,554,659$1,048,222 207.0%67,0690.4%ETF
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$1,537,357$53,151 -3.3%3,8180.4%Medical
Oracle Co. stock logo
ORCL
Oracle
$1,515,648$49,827 -3.2%9,0950.4%Computer and Technology
Primoris Services Co. stock logo
PRIM
Primoris Services
$1,479,278$48,209 -3.2%19,3620.4%Construction
KLA Co. stock logo
KLAC
KLA
$1,460,166$59,238 -3.9%2,3170.4%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$1,443,071$35,184 -2.4%8,1210.4%Medical
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$1,435,695$52,584 -3.5%4,7780.4%Computer and Technology
Stryker Co. stock logo
SYK
Stryker
$1,415,866$29,167 -2.0%3,9320.4%Medical
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$1,384,950$38,469 -2.7%27,9730.4%Finance
Eaton Co. plc stock logo
ETN
Eaton
$1,354,068$52,769 -3.8%4,0800.4%Industrial Products
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$1,321,482$843,321 176.4%47,6900.4%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,246,419$61,208 -4.7%2,4640.3%Medical
Applied Industrial Technologies, Inc. stock logo
AIT
Applied Industrial Technologies
$1,235,211$24,905 -2.0%5,1580.3%Industrial Products
Booz Allen Hamilton Holding Co. stock logo
BAH
Booz Allen Hamilton
$1,187,933$27,543 -2.3%9,2300.3%Business Services
iShares Global 100 ETF stock logo
IOO
iShares Global 100 ETF
$1,131,830$26,099 2.4%11,2320.3%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,050,899$538,328 105.0%40,6380.3%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$1,048,546$238,755 29.5%8,9240.3%Manufacturing
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$1,040,882$26,647 2.6%9,4530.3%ETF
LINDE PLC
$1,013,729$38,104 -3.6%2,4210.3%SHS
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$950,488$1,177 0.1%1,6150.3%ETF
H&R Block, Inc. stock logo
HRB
H&R Block
$936,739$30,541 -3.2%17,7280.3%Consumer Discretionary
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$927,342$22,108 2.4%21,0570.3%ETF
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$848,691$30,538 -3.5%2,0010.2%Construction
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$828,422$386,539 -31.8%2,8590.2%ETF
General Dynamics Co. stock logo
GD
General Dynamics
$805,672$20,287 -2.5%3,0580.2%Aerospace
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$799,185$11,438 -1.4%4,2620.2%Computer and Technology
American Financial Group, Inc. stock logo
AFG
American Financial Group
$795,788$4,792 -0.6%5,8120.2%Finance
Teradyne, Inc. stock logo
TER
Teradyne
$785,552$26,068 -3.2%6,2380.2%Computer and Technology
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$780,467$11,230 -1.4%8,0620.2%ETF
CBRE Group, Inc. stock logo
CBRE
CBRE Group
$779,956$26,257 -3.3%5,9410.2%Finance
IJUL
Innovator MSCI EAFE Power Buffer ETF - July
$743,783$17,615 2.4%26,8550.2%ETF
WisdomTree International Hedged Quality Dividend Growth Fund stock logo
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
$740,258$16,128 2.2%17,0290.2%Finance
Kulicke and Soffa Industries, Inc. stock logo
KLIC
Kulicke and Soffa Industries
$731,963$373 -0.1%15,6870.2%Computer and Technology
Jabil Inc. stock logo
JBL
Jabil
$715,435$17,411 -2.4%4,9720.2%Computer and Technology
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$693,367$456,302 192.5%5,8730.2%ETF
Xtrackers MSCI Europe Hedged Equity ETF stock logo
DBEU
Xtrackers MSCI Europe Hedged Equity ETF
$671,099$14,671 2.2%16,2850.2%ETF
AMETEK, Inc. stock logo
AME
AMETEK
$659,609$12,799 -1.9%3,6590.2%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$638,528$59,797 -8.6%3,3530.2%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$636,344$11,539 -1.8%6,3970.2%Medical
Fair Isaac Co. stock logo
FICO
Fair Isaac
$627,143$63,710 -9.2%3150.2%Computer and Technology
Tractor Supply stock logo
TSCO
Tractor Supply
$627,056$497,432 383.7%11,8180.2%Retail/Wholesale
FTI Consulting, Inc. stock logo
FCN
FTI Consulting
$613,606$18,733 -3.0%3,2100.2%Business Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$586,568$5,045 -0.9%2,6740.2%Retail/Wholesale
RTX Co. stock logo
RTX
RTX
$581,089$13,191 -2.2%5,0220.2%Aerospace
YMAR
FT Vest International Equity Moderate Buffer ETF - March
$574,991$11,851 2.1%25,2300.2%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$569,751$6,100 -1.1%2,5220.2%Multi-Sector Conglomerates
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$562,484$29,044 -4.9%5,2290.2%Oils/Energy
The Timken Company stock logo
TKR
Timken
$556,015$17,699 -3.1%7,7910.2%Computer and Technology
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$549,182$13,601 2.5%8,4390.2%ETF
Genesis Healthcare, Inc. stock logo
GEN
Genesis Healthcare
$547,876$16,894 -3.0%20,0100.2%Business Services
LAM RESEARCH CORP
$531,906$531,906 New Holding7,3640.1%COM NEW
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$529,886$11,739 2.3%10,0660.1%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$523,625$3,487 0.7%8,4100.1%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$514,446$5,785 1.1%3,5570.1%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data