IFA

Index Fund Advisors Portfolio holdings

AUM $2.06B
1-Year Est. Return 10.43%
This Quarter Est. Return
1 Year Est. Return
+10.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
-$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$15M
3
+$1.89M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$1.84M
5
AVEE icon
Avantis Emerging Markets Small Cap Equity ETF
AVEE
+$1.37M

Top Sells

1
+$45.5M
2
+$41.4M
3
+$38.9M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$31M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$16.8M

Sector Composition

1 Technology 0.4%
2 Financials 0.13%
3 Communication Services 0.11%
4 Consumer Discretionary 0.1%
5 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.1%
12,241
27
$1.66M 0.1%
31,549
+26,057
28
$1.58M 0.1%
2,829
+23
29
$1.54M 0.1%
46,349
+18,751
30
$1.42M 0.09%
3,771
-2,056
31
$1.4M 0.09%
27,358
-4,296
32
$1.36M 0.08%
7,852
-791
33
$1.35M 0.08%
28,339
-2,241
34
$1.3M 0.08%
6,819
-7,985
35
$1.22M 0.08%
10,020
36
$1.1M 0.07%
46,822
-44,426
37
$1.08M 0.07%
1,880
-468
38
$1.07M 0.07%
10,261
-1,373
39
$1.04M 0.06%
17,111
+279
40
$996K 0.06%
1,870
-278
41
$909K 0.06%
1,675
-200
42
$867K 0.05%
9,578
+306
43
$801K 0.05%
34,185
-245
44
$748K 0.05%
14,745
-1,315
45
$748K 0.05%
73,770
-2,578
46
$703K 0.04%
19,589
-3,318
47
$702K 0.04%
23,150
-3,925
48
$646K 0.04%
1,377
49
$596K 0.04%
17,682
-1,636
50
$553K 0.03%
5,106
+1,099
1
2
3 4 5