IFA

Index Fund Advisors Portfolio holdings

AUM $2.13B
1-Year Est. Return 14.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.32M
3
+$3.16M
4
NVDA icon
NVIDIA
NVDA
+$3.08M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.79M

Top Sells

1
+$7.17M
2
+$6.71M
3
+$5.7M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.5M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$1.19M

Sector Composition

1 Technology 1.38%
2 Consumer Staples 0.7%
3 Consumer Discretionary 0.64%
4 Financials 0.59%
5 Communication Services 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.41M 0.19%
4,617
+2,737
27
$3.4M 0.19%
17,441
-718
28
$3.15M 0.18%
15,355
-226
29
$2.48M 0.14%
8,872
-20
30
$2.42M 0.14%
58,252
+162
31
$2.29M 0.13%
45,125
+30,380
32
$2.23M 0.13%
3,927
-522
33
$2.1M 0.12%
+10,729
34
$2.09M 0.12%
+21,184
35
$1.89M 0.11%
11,520
36
$1.8M 0.1%
50,713
+4,364
37
$1.72M 0.1%
2,778
-51
38
$1.67M 0.09%
+4,699
39
$1.51M 0.08%
+14,309
40
$1.47M 0.08%
+804
41
$1.46M 0.08%
10,752
-1,489
42
$1.45M 0.08%
27,616
+258
43
$1.37M 0.08%
10,109
+89
44
$1.36M 0.08%
7,693
-159
45
$1.32M 0.07%
27,539
-800
46
$1.3M 0.07%
+23,782
47
$1.23M 0.07%
+3,913
48
$1.14M 0.06%
17,004
-107
49
$1.13M 0.06%
+434
50
$1.13M 0.06%
10,315
+54
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2
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