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
$1.53B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$1.67M
3
+$826K
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$801K
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$788K

Top Sells

1
+$4.2M
2
+$3.41M
3
+$712K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$461K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$448K

Sector Composition

1 Technology 0.93%
2 Real Estate 0.23%
3 Financials 0.16%
4 Consumer Discretionary 0.12%
5 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$518K 0.03%
1
52
$514K 0.03%
9,782
+149
53
$488K 0.03%
18,245
+180
54
$485K 0.03%
4,053
-140
55
$473K 0.03%
3,968
56
$432K 0.03%
1,168
+166
57
$413K 0.03%
7,284
+50
58
$411K 0.03%
8,903
+72
59
$407K 0.03%
22,846
-260
60
$378K 0.02%
787
61
$378K 0.02%
16,388
-124
62
$373K 0.02%
3,080
+20
63
$371K 0.02%
2,553
+141
64
$367K 0.02%
5,067
+24
65
$357K 0.02%
6,671
+3
66
$352K 0.02%
15,417
67
$352K 0.02%
1,343
-129
68
$342K 0.02%
1,440
69
$341K 0.02%
728
+91
70
$340K 0.02%
3,171
-171
71
$293K 0.02%
9,506
72
$293K 0.02%
5,981
+30
73
$278K 0.02%
967
-58
74
$245K 0.02%
3,242
+4
75
$243K 0.02%
1,188
+87
1 2
3
4