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
$1.7B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$6.4M
3
+$5.34M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.79M
5
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$2.26M

Top Sells

1
+$5.72M
2
+$5.06M
3
+$1.26M
4
AAPL icon
Apple
AAPL
+$686K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$474K

Sector Composition

1 Technology 0.84%
2 Real Estate 0.22%
3 Financials 0.17%
4 Consumer Discretionary 0.14%
5 Communication Services 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$533K 0.03%
7,746
+512
52
$508K 0.03%
3,637
-536
53
$500K 0.03%
18,405
+429
54
$475K 0.03%
+47,673
55
$448K 0.03%
1,094
-74
56
$445K 0.03%
2,615
-689
57
$433K 0.03%
23,432
+308
58
$393K 0.02%
3,728
-240
59
$393K 0.02%
+13,723
60
$390K 0.02%
16,730
+204
61
$387K 0.02%
6,702
+31
62
$383K 0.02%
5,084
+17
63
$371K 0.02%
636
-82
64
$370K 0.02%
1,420
-800
65
$367K 0.02%
697
-81
66
$352K 0.02%
2,500
-3,360
67
$342K 0.02%
967
68
$328K 0.02%
1,322
69
$313K 0.02%
6,003
+22
70
$309K 0.02%
9,506
71
$301K 0.02%
3,011
-130
72
$296K 0.02%
3,295
+152
73
$293K 0.02%
1,194
-1,194
74
$285K 0.02%
990
+200
75
$266K 0.02%
4,260
+529
1 2
3
4 5