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
$1.41B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$419M
2
+$412M
3
+$319M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$119M
5
BND icon
Vanguard Total Bond Market
BND
+$23.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.48%
2 Consumer Discretionary 0.51%
3 Financials 0.39%
4 Consumer Staples 0.38%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$651K 0.05%
+10,684
52
$599K 0.04%
+19,343
53
$591K 0.04%
+9,971
54
$576K 0.04%
+9,723
55
$551K 0.04%
+3,172
56
$503K 0.04%
+17,110
57
$496K 0.04%
+6,300
58
$487K 0.03%
+2,899
59
$481K 0.03%
+4,607
60
$479K 0.03%
+1,204
61
$451K 0.03%
+1
62
$450K 0.03%
+23,172
63
$449K 0.03%
+9,080
64
$445K 0.03%
+18,362
65
$445K 0.03%
+887
66
$441K 0.03%
+8,643
67
$439K 0.03%
+16,292
68
$423K 0.03%
+2,101
69
$414K 0.03%
+6,871
70
$405K 0.03%
+6,912
71
$402K 0.03%
+10,826
72
$388K 0.03%
+2,252
73
$354K 0.03%
+4,214
74
$350K 0.02%
+9,506
75
$337K 0.02%
+10,211
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3
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