IFA

Index Fund Advisors Portfolio holdings

AUM $1.78B
1-Year Est. Return 10.11%
This Quarter Est. Return
1 Year Est. Return
+10.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$419M
2
+$412M
3
+$319M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$119M
5
BND icon
Vanguard Total Bond Market
BND
+$23.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.48%
2 Consumer Discretionary 0.51%
3 Financials 0.39%
4 Consumer Staples 0.38%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 0.1%
+11,154
27
$1.39M 0.1%
+9,580
28
$1.2M 0.09%
+47,150
29
$1.11M 0.08%
+10,348
30
$1.01M 0.07%
+4,664
31
$1M 0.07%
+66,253
32
$987K 0.07%
+16,111
33
$972K 0.07%
+9,050
34
$951K 0.07%
+23,243
35
$941K 0.07%
+8,115
36
$935K 0.07%
+3,127
37
$919K 0.07%
+7,853
38
$882K 0.06%
+14,735
39
$831K 0.06%
+32,476
40
$796K 0.06%
+10,890
41
$788K 0.06%
+2,238
42
$772K 0.05%
+1,768
43
$736K 0.05%
+1,923
44
$711K 0.05%
+4,491
45
$709K 0.05%
+6,320
46
$705K 0.05%
+19,456
47
$703K 0.05%
+4,860
48
$692K 0.05%
+27,191
49
$671K 0.05%
+4,955
50
$652K 0.05%
+1,939
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