IFA

Index Fund Advisors Portfolio holdings

AUM $2.06B
1-Year Est. Return 10.43%
This Quarter Est. Return
1 Year Est. Return
+10.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
-$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$15M
3
+$1.89M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$1.84M
5
AVEE icon
Avantis Emerging Markets Small Cap Equity ETF
AVEE
+$1.37M

Top Sells

1
+$45.5M
2
+$41.4M
3
+$38.9M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$31M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$16.8M

Sector Composition

1 Technology 0.4%
2 Financials 0.13%
3 Communication Services 0.11%
4 Consumer Discretionary 0.1%
5 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$541K 0.03%
10,024
-700
52
$534K 0.03%
17,341
-1,913
53
$533K 0.03%
8,392
+158
54
$505K 0.03%
+5,641
55
$478K 0.03%
8,436
-1,481
56
$407K 0.03%
4,974
57
$404K 0.03%
4,140
+13
58
$399K 0.02%
7,178
+480
59
$387K 0.02%
469
-176
60
$382K 0.02%
1,968
-30
61
$374K 0.02%
2,420
-1,100
62
$371K 0.02%
1,511
-1,368
63
$355K 0.02%
+1,380
64
$348K 0.02%
12,904
+4,694
65
$325K 0.02%
2,523
-61
66
$322K 0.02%
14,962
-985
67
$318K 0.02%
9,506
68
$316K 0.02%
6,989
-67
69
$307K 0.02%
+385
70
$302K 0.02%
5,128
71
$284K 0.02%
1,094
-175
72
$282K 0.02%
1,703
+1
73
$272K 0.02%
7,063
+110
74
$269K 0.02%
+4,591
75
$263K 0.02%
1,680
-1,220
1 2
3
4 5