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
$1.77B
AUM Growth
-$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$3.08M
3
+$2.11M
4
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$2.11M
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$1.74M

Top Sells

1
+$11.7M
2
+$6.94M
3
+$4.55M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.37M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$814K

Sector Composition

1 Technology 1.04%
2 Financials 0.24%
3 Real Estate 0.2%
4 Consumer Discretionary 0.18%
5 Communication Services 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 0.11%
3,927
+7
27
$1.94M 0.11%
83,521
+30,532
28
$1.89M 0.11%
12,534
-232
29
$1.71M 0.1%
42,054
-1,921
30
$1.56M 0.09%
31,966
+22
31
$1.56M 0.09%
12,241
32
$1.46M 0.08%
9,079
-428
33
$1.2M 0.07%
11,212
+301
34
$1.19M 0.07%
10,044
35
$1.11M 0.06%
23,524
+1,392
36
$1.07M 0.06%
1,852
37
$972K 0.06%
16,578
+128
38
$970K 0.05%
1,923
+956
39
$955K 0.05%
7,727
+917
40
$942K 0.05%
8,359
+100
41
$861K 0.05%
2,116
+161
42
$816K 0.05%
9,737
+997
43
$807K 0.05%
22,676
+118
44
$807K 0.05%
34,000
-794
45
$789K 0.04%
24,665
+10,146
46
$774K 0.04%
+15,283
47
$726K 0.04%
26,452
+571
48
$669K 0.04%
3,674
+1
49
$649K 0.04%
717
+60
50
$641K 0.04%
8,704
1
2
3 4 5