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
$1.85B
AUM Growth
-$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.51M
3
+$1.44M
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$1.17M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$903K

Top Sells

1
+$9.64M
2
+$7.73M
3
+$6.86M
4
BND icon
Vanguard Total Bond Market
BND
+$5.51M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$3.56M

Sector Composition

1 Technology 1.08%
2 Financials 0.24%
3 Consumer Discretionary 0.2%
4 Real Estate 0.14%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.34M 0.13%
57,636
+3,778
27
$2.14M 0.12%
13,245
-56
28
$2.14M 0.12%
91,248
+9,010
29
$1.64M 0.09%
2,806
-398
30
$1.62M 0.09%
31,654
-192
31
$1.62M 0.09%
12,241
32
$1.46M 0.08%
8,643
-246
33
$1.43M 0.08%
30,580
+6,367
34
$1.37M 0.07%
2,348
-305
35
$1.34M 0.07%
11,634
-94
36
$1.29M 0.07%
10,020
37
$1.17M 0.06%
1,875
+1
38
$979K 0.05%
8,331
+63
39
$974K 0.05%
2,148
40
$966K 0.05%
16,832
+270
41
$933K 0.05%
27,598
+2,221
42
$890K 0.05%
34,430
+178
43
$826K 0.04%
9,272
-478
44
$812K 0.04%
16,060
-1,307
45
$786K 0.04%
22,907
+123
46
$773K 0.04%
76,348
+11,819
47
$734K 0.04%
27,075
+395
48
$704K 0.04%
1,377
-16
49
$690K 0.04%
2,879
+96
50
$681K 0.04%
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