Ifrah Financial Services, Inc.
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Mar 2026 to Oct 2026 | $489,095,629 | Individuals and high net worth (90%) |
| Mar 2025 to Feb 2026 | $446,906,587 | Individuals and high net worth (91%) |
| Apr 2024 to Feb 2025 | $403,648,623 | Individuals and high net worth (93%) |
| May 2023 to Mar 2024 | $377,880,448 | Individuals and high net worth (92%) |
| Mar 2023 to Apr 2023 | $377,880,448 | Individuals and high net worth (92%) |
| Mar 2022 to Feb 2023 | $428,605,849 | Individuals and high net worth (88%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 79.7%; sector active share 66.3% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
205 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 62.8% | $153,838,287 |
| Technology | 17.1% | $42,009,855 |
| Healthcare | 6.1% | $14,922,542 |
| Industrials | 6.0% | $14,815,454 |
| Consumer Defensive | 2.2% | $5,412,436 |
| Financial Services | 1.7% | $4,254,165 |
| Consumer Cyclical | 1.5% | $3,789,222 |
| Energy | 0.9% | $2,095,746 |
| Communication Services | 0.6% | $1,482,209 |
| Utilities | 0.4% | $980,790 |
| Basic Materials | 0.4% | $932,484 |
| Real Estate | 0.2% | $550,237 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MNST | Monster Beverage Corp | +18,687 | 22,225 | $925,004 | |
| TFLO | iShares Treasury Floating Rate Bond ETF | +5,902 | 484,696 | $0 | |
| EOG | Eog Resources Inc | +3,944 | 7,867 | $1,083,757 | |
| MLI | Mueller Industries Inc | +3,775 | 6,209 | $376,327 | |
| FLOT | iShares Floating Rate Bond ETF | +3,546 | 172,636 | $0 | |
| JAAA | Janus Henderson AAA CLO ETF | +3,336 | 203,447 | $10,267,970 | |
| NEAR | iShares Short Duration Bond Active ETF | +3,283 | 184,230 | $9,185,707 | |
| APH | Amphenol Corp /De/ | +3,114 | 6,312 | $532,101 | |
| SHY | iShares 1-3 Year Treasury Bond ETF | +3,032 | 178,449 | $0 | |
| SLQD | iShares 0-5 Year Investment Grade Corporate Bond ETF | +2,575 | 136,920 | $0 | |
| PULS | PGIM Ultra Short Bond ETF | +2,495 | 135,805 | $6,716,915 | |
| HRB | H&R Block Inc | +2,318 | 18,018 | $736,035 | |
| FTSM | First Trust Enhanced Short Maturity ETF | +1,910 | 133,218 | $7,927,803 | |
| JNJ | Johnson & Johnson | +1,804 | 6,590 | $1,744,636 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | +1,664 | 61,797 | $3,501,418 | |
| ICSH | iShares Ultra Short Duration Bond Active ETF | +1,113 | 41,855 | $2,109,492 | |
| VFH | VANGUARD FINANCIALS INDEX FUND | +844 | 4,319 | $561,858 | |
| KFY | Korn Ferry | +639 | 4,238 | $303,398 | |
| FSS | Federal Signal Corp /De/ | +445 | 2,908 | $322,177 | |
| ICF | iShares Select U.S. REIT ETF | +434 | 89,136 | $0 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | +376 | 60,546 | $2,980,074 | |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | +347 | 66,135 | $0 | |
| FTSL | First Trust Senior Loan Fund | +268 | 40,752 | $1,816,316 | |
| IVV | iShares Core S&P 500 ETF | +267 | 1,682 | $0 | |
| BCD | abrdn ETFs | +265 | 59,270 | $2,280,116 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PRIM | Primoris Services Corp | −9,350 | 5,289 | $394,136 | |
| IVW | iShares S&P 500 Growth ETF | −5,445 | 153,708 | $0 | |
| SFLR | −4,270 | 23,070 | $898,576 | ||
| VEU | Vanguard International Equity Index Funds | −3,722 | 155,545 | $12,905,568 | |
| FNDF | Schwab Fundamental International Equity ETF | −3,603 | 126,318 | $6,789,592 | |
| SCHV | Schwab U.S. Large-Cap Value ETF | −2,999 | 205,202 | $6,835,278 | |
| ORCL | Oracle Corp | −2,856 | 4,701 | $645,447 | |
| XLC | State Street(R) Communication Services Select Sector SPDR(R) ETF | −2,242 | 5,016 | $556,625 | |
| SCHB | Schwab U.S. Broad Market ETF | −2,050 | 8,993 | $263,584 | |
| SNPS | Synopsys Inc | −2,044 | 1,032 | $448,858 | |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | −2,028 | 131,059 | $0 | |
| HEFA | iShares Currency Hedged MSCI EAFE ETF | −1,957 | 140,881 | $0 | |
| MGK | VANGUARD MEGA CAP GROWTH INDEX FUND | −1,783 | 58,596 | $5,428,919 | |
| KLIC | Kulicke & Soffa Industries Inc | −1,309 | 7,483 | $705,272 | |
| BHE | Benchmark Electronics Inc | −1,303 | 3,049 | $252,792 | |
| TER | Teradyne, Inc | −1,282 | 3,458 | $1,386,346 | |
| SCHX | Schwab U.S. Large-Cap ETF | −1,264 | 53,203 | $1,596,090 | |
| IJT | iShares S&P Small-Cap 600 Growth ETF | −1,169 | 49,379 | $0 | |
| WMT | Walmart Inc. | −1,120 | 22,471 | $2,335,186 | |
| JBL | Jabil Inc | −1,091 | 2,625 | $753,007 | |
| SCHE | Schwab Emerging Markets Equity ETF | −942 | 84,017 | $3,062,419 | |
| TJX | Tjx Companies Inc /De/ | −827 | 1,644 | $217,517 | |
| LIN | Linde PLC | −823 | 1,260 | $598,059 | |
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | −741 | 38,152 | $8,814,256 | |
| LSCC | Lattice Semiconductor Corp | −698 | 2,679 | $336,535 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EXEL | Exelixis, Inc. | 19,654 | $1,147,990 | |
| SEIC | Sei Investments Co | 10,915 | $1,120,533 | |
| FTDR | Frontdoor, Inc. | 10,756 | $786,478 | |
| LQDT | Liquidity Services Inc | 8,214 | $351,805 | |
| INSW | International Seaways, Inc. | 3,149 | $346,830 | |
| PLTR | Palantir Technologies Inc. | 1,564 | $292,546 | |
| GNTX | Gentex Corp | 12,076 | $262,532 | |
| CBZ | CBIZ, Inc. | 4,613 | $252,284 | |
| PFE | Pfizer Inc | 8,445 | $240,851 | |
| TILE | Interface Inc | 6,999 | $240,765 | |
| GOOGL | Alphabet Inc. | 685 | $235,694 | |
| DOX | Amdocs Ltd | 3,817 | $218,256 | |
| DIS | Walt Disney Co | 2,011 | $210,953 | |
| TGT | Target Corp | 1,282 | $200,876 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FCN | Fti Consulting, Inc | 2,777 | $413,800 | |
| RRX | Regal Rexnord Corp | 1,661 | $395,633 | |
| HD | Home Depot, Inc. | 975 | $343,863 | |
| BLDR | Builders FirstSource, Inc. | 3,507 | $313,806 | |
| TSCO | Tractor Supply Co /De/ | 9,789 | $309,430 | |
| FICO | Fair Isaac Corp | 253 | $302,279 | |
| SEZL | Sezzle Inc. | 1,689 | $289,883 | |
| RMBS | Rambus Inc | 1,927 | $255,789 | |
| HON | Honeywell International Inc | 1,131 | $253,230 | |
| HONA | Honeywell Aerospace Inc. | 1,131 | $250,041 | |
| LEA | Lear Corp | 1,791 | $240,101 | |
| VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUND | 605 | $239,949 | |
| CIEN | Ciena Corp | 480 | $235,468 | |
| XLU | State Street(R) Utilities Select Sector SPDR(R) ETF | 5,048 | $228,876 | |
| URI | United Rentals, Inc. | 199 | $225,445 | |
| RDN | Radian Group Inc | 5,769 | $217,318 | |
| BWA | Borgwarner Inc | 3,227 | $214,272 | |
| WDC | Western Digital Corp | 329 | $210,138 | |
| BLBD | Blue Bird Corp | 2,650 | $209,244 | |
| EWW | iShares MSCI Mexico ETF | 2,773 | $208,723 | |
| SKYW | Skywest Inc | 2,084 | $207,003 | |
| BAH | Booz Allen Hamilton Holding Corp | 3,352 | $203,365 | |
| WU | Western Union CO | 11,863 | $91,345 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VEU |
Vanguard International Equity Index Funds
|
Reduced | 155,545 | $12,905,568 | 5.27% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 34,056 | $11,341,329 | 4.63% | |
| JAAA |
Janus Henderson AAA CLO ETF
|
Added | 203,447 | $10,267,970 | 4.19% | |
| NEAR |
iShares Short Duration Bond Active ETF
|
Added | 184,230 | $9,185,707 | 3.75% | |
| VBR |
VANGUARD SMALL-CAP VALUE INDEX FUND
|
Reduced | 38,152 | $8,814,256 | 3.60% | |
| FTSM |
First Trust Enhanced Short Maturity ETF
|
Added | 133,218 | $7,927,803 | 3.23% | |
| VBK |
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
Reduced | 22,723 | $7,676,511 | 3.13% | |
| SCHV |
Schwab U.S. Large-Cap Value ETF
|
Reduced | 205,202 | $6,835,278 | 2.79% | |
| FNDF |
Schwab Fundamental International Equity ETF
|
Reduced | 126,318 | $6,789,592 | 2.77% | |
| PULS |
PGIM Ultra Short Bond ETF
|
Added | 135,805 | $6,716,915 | 2.74% | |
| VV |
VANGUARD LARGE-CAP INDEX FUND
|
Reduced | 18,124 | $6,376,929 | 2.60% | |
| MGK |
VANGUARD MEGA CAP GROWTH INDEX FUND
|
Reduced | 58,596 | $5,428,919 | 2.22% | |
| EEMV |
iShares MSCI Emerging Markets Min Vol Factor ETF
|
Reduced | 56,439 | $4,179,307 | 1.71% | |
| VOT |
VANGUARD MID-CAP GROWTH INDEX FUND
|
Reduced | 14,133 | $4,128,249 | 1.68% | |
| COM |
Direxion Auspice Broad Commodity Strategy ETF
|
Reduced | 117,184 | $4,081,518 | 1.67% | |
| VOE |
VANGUARD MID-CAP VALUE INDEX FUND
|
Reduced | 20,197 | $3,949,119 | 1.61% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 7,516 | $3,854,956 | 1.57% | |
| VGIT |
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
|
Added | 61,797 | $3,501,418 | 1.43% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 17,690 | $3,448,311 | 1.41% | |
| MGV |
VANGUARD MEGA CAP VALUE INDEX FUND
|
Reduced | 21,351 | $3,439,432 | 1.40% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 2,735 | $3,164,613 | 1.29% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 2,891 | $3,079,233 | 1.26% | |
| SCHE |
Schwab Emerging Markets Equity ETF
|
Reduced | 84,017 | $3,062,419 | 1.25% | |
| VTIP |
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND
|
Added | 60,546 | $2,980,074 | 1.22% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 11,437 | $2,611,982 | 1.07% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 12,237 | $2,395,392 | 0.98% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 22,471 | $2,335,186 | 0.95% | |
| BCD |
abrdn ETFs
|
Added | 59,270 | $2,280,116 | 0.93% | |
| ICSH |
iShares Ultra Short Duration Bond Active ETF
|
Added | 41,855 | $2,109,492 | 0.86% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 6,414 | $2,107,063 | 0.86% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 7,138 | $1,867,229 | 0.76% | |
| FTSL |
First Trust Senior Loan Fund
|
Added | 40,752 | $1,816,316 | 0.74% | |
| LMBS |
First Trust Low Duration Opportunities ETF
|
Added | 37,169 | $1,801,209 | 0.73% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 6,590 | $1,744,636 | 0.71% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
Reduced | 993 | $1,642,511 | 0.67% | |
| SCHX |
Schwab U.S. Large-Cap ETF
|
Reduced | 53,203 | $1,596,090 | 0.65% | |
| VNQ |
VANGUARD REAL ESTATE INDEX FUND
|
Reduced | 17,779 | $1,593,531 | 0.65% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Reduced | 3,022 | $1,579,931 | 0.64% | |
| IAU |
Ishares Gold Trust
|
Reduced | 20,111 | $1,570,669 | 0.64% | |
| AIT |
Applied Industrial Technologies Inc
Industrials
|
Reduced | 4,382 | $1,456,094 | 0.59% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 3,366 | $1,446,403 | 0.59% | |
| SCHM |
Schwab U.S. Mid-Cap ETF
|
Reduced | 41,375 | $1,407,577 | 0.57% | |
| TER |
Teradyne, Inc
Technology
|
Reduced | 3,458 | $1,386,346 | 0.57% | |
| EXEL |
Exelixis, Inc.
Healthcare
|
NEW | 19,654 | $1,147,990 | 0.47% | |
| SCHA |
Schwab U.S. Small-Cap ETF
|
Reduced | 34,738 | $1,133,500 | 0.46% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Reduced | 3,407 | $1,124,940 | 0.46% | |
| SEIC |
Sei Investments Co
Financial Services
|
NEW | 10,915 | $1,120,533 | 0.46% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Reduced | 18,713 | $1,109,868 | 0.45% | |
| EOG |
Eog Resources Inc
Energy
|
Added | 7,867 | $1,083,757 | 0.44% | |
| GD |
General Dynamics Corp
Industrials
|
Reduced | 3,236 | $1,073,801 | 0.44% |
Showing the top 50 of 205 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.