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
$1.34B
AUM Growth
-$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.69M
3
+$1.25M
4
BAC icon
Bank of America
BAC
+$636K
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$622K

Top Sells

1
+$4.22M
2
+$2.13M
3
+$2.12M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.08M
5
AAPL icon
Apple
AAPL
+$724K

Sector Composition

1 Technology 1.42%
2 Financials 0.56%
3 Consumer Staples 0.5%
4 Consumer Discretionary 0.37%
5 Communication Services 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$572K 0.04%
1,732
-191
52
$554K 0.04%
8,941
-782
53
$547K 0.04%
9,652
-319
54
$534K 0.04%
30,012
-60,828
55
$529K 0.04%
1
56
$509K 0.04%
3,041
-131
57
$472K 0.04%
4,612
+5
58
$463K 0.03%
6,294
-6
59
$462K 0.03%
2,906
+7
60
$442K 0.03%
5,244
+1,030
61
$430K 0.03%
18,362
62
$425K 0.03%
23,152
-20
63
$419K 0.03%
15,350
-1,760
64
$416K 0.03%
8,656
+13
65
$413K 0.03%
16,330
+38
66
$401K 0.03%
787
-100
67
$395K 0.03%
22,147
+11,145
68
$389K 0.03%
6,866
-46
69
$380K 0.03%
6,659
-212
70
$375K 0.03%
8,136
-944
71
$350K 0.03%
1,826
-275
72
$335K 0.03%
8,815
-14,428
73
$328K 0.02%
9,506
74
$308K 0.02%
14,000
75
$299K 0.02%
5,952
+72
1 2
3
4 5