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
$1.42B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$5.39M
3
+$2.94M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.28M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.04M

Top Sells

1
+$8.96M
2
+$4.6M
3
+$4.19M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.24M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$2.37M

Sector Composition

1 Technology 0.67%
2 Real Estate 0.23%
3 Financials 0.17%
4 Industrials 0.1%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$451K 0.03%
5,113
-2,120
52
$431K 0.03%
28,836
+105
53
$423K 0.03%
4,633
+5
54
$420K 0.03%
792
+5
55
$388K 0.03%
+6,988
56
$386K 0.03%
+15,827
57
$383K 0.03%
23,790
+306
58
$380K 0.03%
16,654
+154
59
$367K 0.03%
8,748
-507
60
$348K 0.02%
3,158
-989
61
$331K 0.02%
5,043
-1,297
62
$325K 0.02%
2,423
-1,913
63
$325K 0.02%
3,975
-2,028
64
$322K 0.02%
6,670
+10
65
$318K 0.02%
1,532
-2,571
66
$287K 0.02%
6,247
+309
67
$286K 0.02%
2,271
-190
68
$282K 0.02%
9,506
69
$272K 0.02%
3,060
-4,102
70
$267K 0.02%
1,002
-84
71
$251K 0.02%
11,747
-4,258
72
$245K 0.02%
+620
73
$244K 0.02%
3,235
-497
74
$235K 0.02%
642
-394
75
$227K 0.02%
1,094
-247
1 2
3
4 5