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
$1.42B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$5.39M
3
+$2.94M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.28M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.04M

Top Sells

1
+$8.96M
2
+$4.6M
3
+$4.19M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.24M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$2.37M

Sector Composition

1 Technology 0.67%
2 Real Estate 0.23%
3 Financials 0.17%
4 Industrials 0.1%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.08%
4,889
-4,285
27
$1.16M 0.08%
12,271
-103
28
$987K 0.07%
40,904
29
$961K 0.07%
11,441
-10,160
30
$936K 0.07%
+20,301
31
$871K 0.06%
10,277
32
$802K 0.06%
2,283
+9
33
$790K 0.06%
15,761
-166
34
$747K 0.05%
8,667
+25
35
$729K 0.05%
+23,177
36
$718K 0.05%
15,380
+6,144
37
$659K 0.05%
32,558
+208
38
$659K 0.05%
7,994
-601
39
$629K 0.04%
+27,140
40
$617K 0.04%
10,924
41
$595K 0.04%
12,970
+140
42
$592K 0.04%
14,453
-1,613
43
$586K 0.04%
+19,535
44
$576K 0.04%
+25,928
45
$556K 0.04%
1,800
-1,437
46
$488K 0.03%
5,863
+619
47
$486K 0.03%
+9,935
48
$482K 0.03%
19,436
+1,366
49
$469K 0.03%
1
50
$455K 0.03%
+21,158
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