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
$1.46B
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$2.67M
3
+$1.34M
4
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$1.31M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.09M

Top Sells

1
+$5.23M
2
+$3.74M
3
+$2.47M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.39M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.28M

Sector Composition

1 Technology 0.81%
2 Real Estate 0.23%
3 Financials 0.15%
4 Consumer Discretionary 0.1%
5 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$488K 0.03%
9,633
-302
52
$471K 0.03%
18,065
-1,371
53
$466K 0.03%
1
54
$464K 0.03%
+6,260
55
$448K 0.03%
+9,144
56
$435K 0.03%
4,193
-920
57
$431K 0.03%
+6,349
58
$402K 0.03%
23,106
-684
59
$399K 0.03%
+6,830
60
$399K 0.03%
8,831
+83
61
$387K 0.03%
16,512
-142
62
$379K 0.03%
7,234
+1,371
63
$372K 0.03%
787
-5
64
$371K 0.03%
+6,094
65
$369K 0.03%
3,968
-7
66
$367K 0.03%
3,342
+184
67
$361K 0.02%
5,043
68
$354K 0.02%
+15,417
69
$336K 0.02%
6,668
-2
70
$325K 0.02%
1,440
-92
71
$321K 0.02%
1,002
72
$318K 0.02%
3,060
73
$314K 0.02%
2,412
-11
74
$305K 0.02%
+1,472
75
$295K 0.02%
9,506
1 2
3
4