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
$1.51B
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$3.36M
3
+$3.21M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$2.66M
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$2.12M

Top Sells

1
+$2.77M
2
+$2.66M
3
+$2.51M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$2.18M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$574K

Sector Composition

1 Technology 0.93%
2 Real Estate 0.21%
3 Financials 0.21%
4 Industrials 0.16%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$531K 0.04%
1
52
$511K 0.03%
2,220
+780
53
$504K 0.03%
9,421
-361
54
$486K 0.03%
2,388
+1,200
55
$479K 0.03%
3,304
+751
56
$471K 0.03%
17,976
-269
57
$448K 0.03%
20,001
+4,584
58
$420K 0.03%
3,968
59
$419K 0.03%
1,168
60
$397K 0.03%
7,234
-50
61
$394K 0.03%
+3,288
62
$393K 0.03%
23,124
+278
63
$392K 0.03%
778
-9
64
$385K 0.03%
718
-10
65
$369K 0.02%
3,141
-30
66
$365K 0.02%
16,526
+138
67
$364K 0.02%
6,671
68
$358K 0.02%
8,220
+3,430
69
$349K 0.02%
5,067
70
$331K 0.02%
1,322
-21
71
$309K 0.02%
+1,833
72
$293K 0.02%
5,981
73
$290K 0.02%
967
74
$281K 0.02%
9,506
75
$269K 0.02%
+2,240
1 2
3
4 5