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
$1.85B
AUM Growth
-$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.51M
3
+$1.44M
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$1.17M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$903K

Top Sells

1
+$9.64M
2
+$7.73M
3
+$6.86M
4
BND icon
Vanguard Total Bond Market
BND
+$5.51M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$3.56M

Sector Composition

1 Technology 1.08%
2 Financials 0.24%
3 Consumer Discretionary 0.2%
4 Real Estate 0.14%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$666K 0.04%
3,520
-79
52
$655K 0.04%
8,847
+143
53
$624K 0.03%
19,318
+405
54
$605K 0.03%
3,628
55
$581K 0.03%
9,917
+157
56
$560K 0.03%
10,724
+78
57
$559K 0.03%
19,254
+475
58
$552K 0.03%
2,900
59
$538K 0.03%
4,007
-3,944
60
$515K 0.03%
34,853
61
$513K 0.03%
1,269
-23
62
$500K 0.03%
8,234
+4
63
$498K 0.03%
645
-45
64
$492K 0.03%
5,099
-227
65
$456K 0.02%
4,242
+7
66
$448K 0.02%
4,127
+9
67
$447K 0.02%
1,414
-6
68
$420K 0.02%
7,726
+458
69
$395K 0.02%
781
+84
70
$391K 0.02%
1,998
71
$389K 0.02%
6,698
+27
72
$387K 0.02%
5,032
73
$376K 0.02%
4,974
+20
74
$363K 0.02%
3,280
75
$362K 0.02%
15,947
-1
1 2
3
4 5