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
$1.7B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$6.4M
3
+$5.34M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.79M
5
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$2.26M

Top Sells

1
+$5.72M
2
+$5.06M
3
+$1.26M
4
AAPL icon
Apple
AAPL
+$686K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$474K

Sector Composition

1 Technology 0.84%
2 Real Estate 0.22%
3 Financials 0.17%
4 Consumer Discretionary 0.14%
5 Communication Services 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 0.1%
3,726
-907
27
$1.63M 0.1%
38,954
+17,183
28
$1.53M 0.09%
12,241
29
$1.5M 0.09%
32,135
-80
30
$1.42M 0.08%
9,522
-517
31
$1.19M 0.07%
10,983
-1,108
32
$1.13M 0.07%
14,801
+159
33
$1.07M 0.06%
10,177
-100
34
$1.04M 0.06%
22,046
+233
35
$1M 0.06%
42,801
+22,800
36
$916K 0.05%
16,309
+244
37
$860K 0.05%
8,358
-322
38
$841K 0.05%
1,925
-30
39
$820K 0.05%
34,726
+158
40
$791K 0.05%
22,669
+442
41
$775K 0.05%
8,766
+192
42
$716K 0.04%
6,946
+468
43
$678K 0.04%
25,593
+460
44
$661K 0.04%
1,854
-1
45
$653K 0.04%
14,073
+197
46
$620K 0.04%
12,250
-768
47
$604K 0.04%
18,786
+328
48
$603K 0.04%
9,740
+22
49
$543K 0.03%
1
50
$538K 0.03%
9,535
+114
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2
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