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
$1.32B
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$3.34M
3
+$2.92M
4
AAPL icon
Apple
AAPL
+$382K
5
LLY icon
Eli Lilly
LLY
+$336K

Top Sells

1
+$23.8M
2
+$13.3M
3
+$9.38M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$892K
5
NMZ icon
Nuveen Municipal High Income Opportunity Fund
NMZ
+$862K

Sector Composition

1 Technology 1.19%
2 Financials 0.45%
3 Consumer Staples 0.44%
4 Real Estate 0.25%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$477K 0.04%
9,812
+160
52
$463K 0.04%
10,719
+22
53
$422K 0.03%
28,632
-1,380
54
$419K 0.03%
6,003
+3,393
55
$411K 0.03%
4,618
+6
56
$409K 0.03%
1
57
$407K 0.03%
1,815
-93
58
$404K 0.03%
787
59
$396K 0.03%
6,340
+46
60
$384K 0.03%
2,916
+10
61
$369K 0.03%
23,484
+332
62
$356K 0.03%
16,005
-2,357
63
$353K 0.03%
8,650
-6
64
$338K 0.03%
1,204
-400
65
$336K 0.03%
+1,035
66
$331K 0.03%
5,244
67
$320K 0.02%
6,660
+1
68
$303K 0.02%
3,944
+409
69
$284K 0.02%
1,333
+259
70
$280K 0.02%
2,450
+211
71
$277K 0.02%
9,506
72
$261K 0.02%
+3,822
73
$261K 0.02%
6,271
-1,865
74
$259K 0.02%
9,998
+82
75
$258K 0.02%
5,938
-14
1 2
3
4 5