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
$1.77B
AUM Growth
-$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$3.08M
3
+$2.11M
4
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$2.11M
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$1.74M

Top Sells

1
+$11.7M
2
+$6.94M
3
+$4.55M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.37M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$814K

Sector Composition

1 Technology 1.04%
2 Financials 0.24%
3 Real Estate 0.2%
4 Consumer Discretionary 0.18%
5 Communication Services 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$620K 0.04%
64,071
+14,537
52
$616K 0.03%
11,512
-337
53
$612K 0.03%
1
54
$605K 0.03%
18,763
+496
55
$595K 0.03%
9,657
-175
56
$593K 0.03%
1,238
+200
57
$563K 0.03%
2,783
+308
58
$562K 0.03%
9,697
+25
59
$548K 0.03%
18,547
-31
60
$532K 0.03%
2,900
+260
61
$512K 0.03%
3,628
62
$477K 0.03%
34,853
63
$427K 0.02%
3,710
+2
64
$408K 0.02%
6,671
-25
65
$400K 0.02%
5,109
+25
66
$400K 0.02%
4,108
-2,755
67
$373K 0.02%
1,420
68
$367K 0.02%
+6,186
69
$355K 0.02%
697
70
$345K 0.02%
3,843
+308
71
$316K 0.02%
4,860
+119
72
$313K 0.02%
14,922
+981
73
$309K 0.02%
5,834
-169
74
$309K 0.02%
990
75
$307K 0.02%
9,506
1 2
3
4 5