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IFA

Index Fund Advisors Portfolio holdings

AUM $2.22B
1-Year Est. Return 20.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.06B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$24.4M
3
+$20.8M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$19.9M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11M

Top Sells

1
+$4.16M
2
+$1.52M
3
+$777K
4
ZTS icon
Zoetis
ZTS
+$621K
5
TFIN icon
Triumph Financial Inc
TFIN
+$598K

Sector Composition

1 Technology 1.52%
2 Consumer Staples 0.61%
3 Consumer Discretionary 0.57%
4 Financials 0.5%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.4M 0.26%
21,251
-61
27
$4.86M 0.24%
9,385
+2,388
28
$4.85M 0.24%
51,968
+192
29
$4.47M 0.22%
6,085
+1,468
30
$4.19M 0.2%
108,641
+2,798
31
$3.65M 0.18%
17,483
+42
32
$3.27M 0.16%
36,711
+33,160
33
$2.91M 0.14%
8,517
+3,818
34
$2.64M 0.13%
28,907
+20,102
35
$2.63M 0.13%
69,739
+19,026
36
$2.62M 0.13%
21,209
+25
37
$2.61M 0.13%
35,528
+40
38
$2.53M 0.12%
60,048
+1,796
39
$2.44M 0.12%
3,991
+64
40
$2.3M 0.11%
10,733
+4
41
$2.26M 0.11%
44,565
-560
42
$2.02M 0.1%
11,565
+45
43
$1.86M 0.09%
2,789
+11
44
$1.84M 0.09%
38,148
+10,609
45
$1.53M 0.07%
27,680
+64
46
$1.47M 0.07%
10,109
47
$1.43M 0.07%
7,682
-11
48
$1.37M 0.07%
3,073
-377
49
$1.35M 0.07%
23,932
+150
50
$1.31M 0.06%
9,320
-1,432
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