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
$1.89B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$3.4M
3
+$2.1M
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$1.85M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.82M

Top Sells

1
+$7.73M
2
+$7.66M
3
+$3.77M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.72M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.29M

Sector Composition

1 Technology 1.03%
2 Financials 0.23%
3 Real Estate 0.19%
4 Consumer Discretionary 0.16%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 0.12%
53,858
+11,804
27
$2.23M 0.12%
13,301
+767
28
$1.98M 0.1%
82,238
-1,283
29
$1.84M 0.1%
3,204
-2,251
30
$1.74M 0.09%
12,241
31
$1.68M 0.09%
31,846
-120
32
$1.55M 0.08%
8,889
-190
33
$1.52M 0.08%
2,653
+730
34
$1.37M 0.07%
11,728
+516
35
$1.26M 0.07%
10,020
-24
36
$1.16M 0.06%
24,213
+689
37
$1.1M 0.06%
1,874
+22
38
$1.04M 0.06%
16,562
-16
39
$990K 0.05%
8,268
-91
40
$989K 0.05%
2,148
+32
41
$966K 0.05%
7,951
+224
42
$950K 0.05%
9,750
+13
43
$882K 0.05%
34,252
+252
44
$882K 0.05%
17,367
+2,084
45
$878K 0.05%
22,784
+108
46
$865K 0.05%
25,377
+712
47
$788K 0.04%
26,680
+228
48
$717K 0.04%
64,529
+458
49
$691K 0.04%
1
50
$680K 0.04%
1,393
+155
1
2
3 4 5