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
$1.53B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$1.67M
3
+$826K
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$801K
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$788K

Top Sells

1
+$4.2M
2
+$3.41M
3
+$712K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$461K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$448K

Sector Composition

1 Technology 0.93%
2 Real Estate 0.23%
3 Financials 0.16%
4 Consumer Discretionary 0.12%
5 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.1%
62,083
+18,856
27
$1.5M 0.1%
12,241
28
$1.45M 0.09%
11,095
-45
29
$1.43M 0.09%
10,031
+31
30
$1.42M 0.09%
32,799
+221
31
$1.19M 0.08%
11,987
+29
32
$1.09M 0.07%
11,133
+2
33
$1.02M 0.07%
22,083
-414
34
$1.01M 0.07%
10,277
35
$869K 0.06%
15,975
+179
36
$855K 0.06%
2,098
-19
37
$852K 0.06%
11,321
-6,129
38
$842K 0.06%
8,683
-97
39
$802K 0.05%
19,389
+1,542
40
$765K 0.05%
22,650
+130
41
$746K 0.05%
34,052
+250
42
$717K 0.05%
14,537
+64
43
$713K 0.05%
8,527
-1,478
44
$652K 0.04%
25,638
+531
45
$646K 0.04%
10,951
+27
46
$616K 0.04%
6,478
-1,089
47
$612K 0.04%
19,843
+295
48
$610K 0.04%
13,314
+147
49
$610K 0.04%
1,789
50
$574K 0.04%
33,330
-792
1
2
3 4