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
$1.29B
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.99M
3
+$7.13M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$6.6M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$4.72M

Top Sells

1
+$8.85M
2
+$877K
3
+$707K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$524K
5
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$477K

Sector Composition

1 Technology 1.2%
2 Consumer Staples 0.44%
3 Financials 0.44%
4 Consumer Discretionary 0.27%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$424K 0.03%
18,070
+8,072
52
$406K 0.03%
1
53
$402K 0.03%
28,731
+99
54
$397K 0.03%
9,236
-5,387
55
$397K 0.03%
787
56
$382K 0.03%
4,628
+10
57
$377K 0.03%
5,244
58
$374K 0.03%
16,500
+5,858
59
$367K 0.03%
6,003
60
$365K 0.03%
+4,821
61
$364K 0.03%
2,916
62
$362K 0.03%
+4,147
63
$355K 0.03%
6,340
64
$336K 0.03%
9,255
+605
65
$335K 0.03%
1,036
+1
66
$330K 0.03%
23,484
67
$312K 0.02%
16,005
68
$302K 0.02%
6,660
69
$290K 0.02%
1,086
-118
70
$279K 0.02%
3,732
-212
71
$277K 0.02%
+1,228
72
$272K 0.02%
2,461
+11
73
$261K 0.02%
1,341
+8
74
$252K 0.02%
3,805
-17
75
$246K 0.02%
2,593
-3,996
1 2
3
4