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IFA

Index Fund Advisors Portfolio holdings

AUM $2.22B
1-Year Est. Return 20.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.06B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$24.4M
3
+$20.8M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$19.9M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11M

Top Sells

1
+$4.16M
2
+$1.52M
3
+$777K
4
ZTS icon
Zoetis
ZTS
+$621K
5
TFIN icon
Triumph Financial Inc
TFIN
+$598K

Sector Composition

1 Technology 1.52%
2 Consumer Staples 0.61%
3 Consumer Discretionary 0.57%
4 Financials 0.5%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.06%
5,161
+3,436
52
$1.23M 0.06%
5,053
+614
53
$1.22M 0.06%
17,087
+83
54
$1.22M 0.06%
10,238
-77
55
$1.2M 0.06%
804
56
$1.15M 0.06%
19,471
+6,274
57
$1.13M 0.05%
47,243
+421
58
$1.07M 0.05%
14,311
+2
59
$1.06M 0.05%
1,770
+44
60
$1.03M 0.05%
2,050
+180
61
$1.01M 0.05%
434
62
$964K 0.05%
8,040
+60
63
$959K 0.05%
34,384
+99
64
$950K 0.05%
1,245
+27
65
$927K 0.05%
11,511
+6
66
$922K 0.04%
86,535
+11,522
67
$894K 0.04%
3,619
-6
68
$889K 0.04%
19,537
-92
69
$866K 0.04%
8,843
+17
70
$840K 0.04%
23,675
+22
71
$810K 0.04%
14,083
+15
72
$806K 0.04%
5,423
73
$801K 0.04%
6,241
+7
74
$800K 0.04%
3,546
+4
75
$722K 0.04%
17,559
-457
1 2
3
4 5