IFA

Index Fund Advisors Portfolio holdings

AUM $2.13B
1-Year Est. Return 14.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.32M
3
+$3.16M
4
NVDA icon
NVIDIA
NVDA
+$3.08M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.79M

Top Sells

1
+$7.17M
2
+$6.71M
3
+$5.7M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.5M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$1.19M

Sector Composition

1 Technology 1.38%
2 Consumer Staples 0.7%
3 Consumer Discretionary 0.64%
4 Financials 0.59%
5 Communication Services 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.06%
46,822
52
$1.1M 0.06%
3,450
+2,356
53
$1.07M 0.06%
+7,980
54
$1.04M 0.06%
+15,257
55
$981K 0.06%
4,770
+2,845
56
$967K 0.05%
3,625
+2,807
57
$952K 0.05%
1,726
+349
58
$950K 0.05%
1,218
+749
59
$908K 0.05%
1,870
60
$892K 0.05%
+11,505
61
$867K 0.05%
34,285
+100
62
$836K 0.05%
19,629
+40
63
$823K 0.05%
+8,826
64
$822K 0.05%
+6,234
65
$793K 0.04%
+3,542
66
$785K 0.04%
75,013
+1,243
67
$784K 0.04%
8,805
-773
68
$782K 0.04%
4,439
+2,019
69
$778K 0.04%
23,653
+503
70
$777K 0.04%
+3,373
71
$776K 0.04%
13,197
+8,606
72
$746K 0.04%
+8,280
73
$698K 0.04%
18,016
+334
74
$666K 0.04%
+2,436
75
$653K 0.04%
+14,068
1 2
3
4 5