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
$1.29B
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.99M
3
+$7.13M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$6.6M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$4.72M

Top Sells

1
+$8.85M
2
+$877K
3
+$707K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$524K
5
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$477K

Sector Composition

1 Technology 1.2%
2 Consumer Staples 0.44%
3 Financials 0.44%
4 Consumer Discretionary 0.27%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.08%
12,096
27
$1.08M 0.08%
12,374
+7,185
28
$987K 0.08%
40,904
-1,840
29
$864K 0.07%
3,237
+58
30
$817K 0.06%
10,277
31
$747K 0.06%
2,274
+5
32
$737K 0.06%
6,051
-7,200
33
$729K 0.06%
4,103
-392
34
$707K 0.05%
15,927
+90
35
$692K 0.05%
7,233
-667
36
$689K 0.05%
7,162
+2
37
$689K 0.05%
8,595
+52
38
$682K 0.05%
8,642
-24
39
$677K 0.05%
5,045
+400
40
$650K 0.05%
+16,066
41
$620K 0.05%
3,795
+619
42
$611K 0.05%
32,350
+86
43
$607K 0.05%
7,199
-300
44
$585K 0.05%
+12,830
45
$533K 0.04%
10,924
46
$524K 0.04%
9,350
+5
47
$499K 0.04%
1,704
+12
48
$482K 0.04%
1,819
+4
49
$460K 0.04%
13,340
-20,509
50
$453K 0.04%
4,336
-323
1
2
3 4