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
$1.89B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$3.4M
3
+$2.1M
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$1.85M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.82M

Top Sells

1
+$7.73M
2
+$7.66M
3
+$3.77M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.72M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.29M

Sector Composition

1 Technology 1.03%
2 Financials 0.23%
3 Real Estate 0.19%
4 Consumer Discretionary 0.16%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$667K 0.04%
18,913
+150
52
$618K 0.03%
3,628
53
$611K 0.03%
10,646
-866
54
$611K 0.03%
690
-27
55
$609K 0.03%
9,760
+63
56
$606K 0.03%
18,779
+232
57
$597K 0.03%
3,599
-75
58
$587K 0.03%
2,783
59
$564K 0.03%
8,704
60
$557K 0.03%
8,230
-1,427
61
$511K 0.03%
5,326
+1,483
62
$496K 0.03%
4,235
+525
63
$492K 0.03%
34,853
64
$485K 0.03%
2,900
65
$443K 0.02%
4,118
+10
66
$426K 0.02%
6,671
67
$414K 0.02%
4,954
-155
68
$408K 0.02%
697
69
$396K 0.02%
+1,998
70
$393K 0.02%
7,268
+1,618
71
$390K 0.02%
1,420
72
$372K 0.02%
5,261
+401
73
$362K 0.02%
5,032
74
$354K 0.02%
15,948
+1,026
75
$344K 0.02%
7,186
+2,395
1 2
3
4 5