IFA

Index Fund Advisors Portfolio holdings

AUM $2.06B
1-Year Est. Return 10.43%
This Quarter Est. Return
1 Year Est. Return
+10.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$3.34M
3
+$2.92M
4
AAPL icon
Apple
AAPL
+$382K
5
LLY icon
Eli Lilly
LLY
+$336K

Top Sells

1
+$23.8M
2
+$13.3M
3
+$9.38M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$892K
5
NMZ icon
Nuveen Municipal High Income Opportunity Fund
NMZ
+$862K

Sector Composition

1 Technology 1.19%
2 Financials 0.45%
3 Consumer Staples 0.44%
4 Real Estate 0.25%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.1%
12,096
27
$1.25M 0.09%
33,849
+306
28
$1.23M 0.09%
10,295
-860
29
$1.05M 0.08%
42,744
30
$885K 0.07%
4,495
+1
31
$868K 0.07%
3,179
+125
32
$861K 0.07%
7,900
-900
33
$861K 0.07%
10,277
34
$791K 0.06%
15,837
-301
35
$787K 0.06%
2,269
+486
36
$783K 0.06%
7,160
-20
37
$778K 0.06%
8,543
+346
38
$740K 0.06%
8,666
-142
39
$717K 0.05%
14,623
+52
40
$711K 0.05%
4,645
+350
41
$670K 0.05%
6,589
+267
42
$629K 0.05%
32,264
-242
43
$596K 0.05%
10,924
+32
44
$588K 0.04%
9,345
+404
45
$573K 0.04%
7,499
+7
46
$529K 0.04%
3,176
+135
47
$525K 0.04%
4,659
+201
48
$524K 0.04%
16,765
+7,950
49
$502K 0.04%
1,692
-40
50
$480K 0.04%
5,189
-7,537
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