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
$1.46B
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$2.67M
3
+$1.34M
4
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$1.31M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.09M

Top Sells

1
+$5.23M
2
+$3.74M
3
+$2.47M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.39M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.28M

Sector Composition

1 Technology 0.81%
2 Real Estate 0.23%
3 Financials 0.15%
4 Consumer Discretionary 0.1%
5 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.09%
32,578
-1,033
27
$1.3M 0.09%
56,504
+47,277
28
$1.25M 0.09%
21,632
+14,644
29
$1.16M 0.08%
11,958
-313
30
$1.15M 0.08%
11,140
-301
31
$1.09M 0.07%
44,559
+28,732
32
$1.08M 0.07%
11,131
-965
33
$1.05M 0.07%
22,497
+2,196
34
$1.01M 0.07%
43,227
+33,646
35
$931K 0.06%
10,277
36
$845K 0.06%
15,796
+35
37
$831K 0.06%
10,005
+2,011
38
$809K 0.06%
8,780
+113
39
$796K 0.05%
2,117
-166
40
$759K 0.05%
22,520
-657
41
$752K 0.05%
17,847
+3,394
42
$709K 0.05%
33,802
+1,244
43
$708K 0.05%
7,567
+2,934
44
$706K 0.05%
14,473
-907
45
$650K 0.04%
10,924
46
$622K 0.04%
25,107
-2,033
47
$610K 0.04%
13,167
+197
48
$608K 0.04%
19,548
+13
49
$552K 0.04%
1,789
-11
50
$544K 0.04%
34,122
+5,286
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