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
$1.34B
AUM Growth
-$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.69M
3
+$1.25M
4
BAC icon
Bank of America
BAC
+$636K
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$622K

Top Sells

1
+$4.22M
2
+$2.13M
3
+$2.12M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.08M
5
AAPL icon
Apple
AAPL
+$724K

Sector Composition

1 Technology 1.42%
2 Financials 0.56%
3 Consumer Staples 0.5%
4 Consumer Discretionary 0.37%
5 Communication Services 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 0.1%
17,160
-6,175
27
$1.22M 0.09%
8,800
-780
28
$1.08M 0.08%
3,054
-73
29
$1.06M 0.08%
42,744
-4,406
30
$1.04M 0.08%
10,277
-71
31
$1M 0.07%
7,180
+2,320
32
$997K 0.07%
4,494
-170
33
$929K 0.07%
16,138
+27
34
$892K 0.07%
8,808
-242
35
$888K 0.07%
8,197
+82
36
$862K 0.06%
66,253
37
$809K 0.06%
14,571
-164
38
$770K 0.06%
32,506
+30
39
$740K 0.06%
1,783
+15
40
$723K 0.05%
10,892
+2
41
$710K 0.05%
6,322
+2
42
$696K 0.05%
4,295
-660
43
$685K 0.05%
1,908
-330
44
$682K 0.05%
7,492
-361
45
$670K 0.05%
26,332
-859
46
$636K 0.05%
+15,430
47
$622K 0.05%
+24,149
48
$608K 0.05%
4,458
-33
49
$594K 0.04%
10,697
+13
50
$582K 0.04%
1,604
+400
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