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
$1.41B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$419M
2
+$412M
3
+$319M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$119M
5
BND icon
Vanguard Total Bond Market
BND
+$23.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.48%
2 Consumer Discretionary 0.51%
3 Financials 0.39%
4 Consumer Staples 0.38%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$326K 0.02%
+14,000
77
$296K 0.02%
+5,880
78
$286K 0.02%
+1,137
79
$286K 0.02%
+3,533
80
$283K 0.02%
+424
81
$280K 0.02%
+1,667
82
$279K 0.02%
+1,263
83
$270K 0.02%
+9,127
84
$252K 0.02%
+5,000
85
$231K 0.02%
+1,605
86
$231K 0.02%
+864
87
$229K 0.02%
+4,406
88
$227K 0.02%
+1,397
89
$227K 0.02%
+1,058
90
$220K 0.02%
+5,745
91
$213K 0.02%
+2,800
92
$213K 0.02%
+2,447
93
$212K 0.02%
+10,842
94
$206K 0.01%
+573
95
$204K 0.01%
+11,002
96
$203K 0.01%
+2,071
97
$84K 0.01%
+65,513
98
$9K ﹤0.01%
+696
1 2 3
4