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
$1.34B
AUM Growth
-$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.69M
3
+$1.25M
4
BAC icon
Bank of America
BAC
+$636K
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$622K

Top Sells

1
+$4.22M
2
+$2.13M
3
+$2.12M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.08M
5
AAPL icon
Apple
AAPL
+$724K

Sector Composition

1 Technology 1.42%
2 Financials 0.56%
3 Consumer Staples 0.5%
4 Consumer Discretionary 0.37%
5 Communication Services 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$297K 0.02%
5,831
+1,425
77
$294K 0.02%
2,239
-13
78
$293K 0.02%
1,074
-63
79
$287K 0.02%
9,916
-9,427
80
$278K 0.02%
1,672
+5
81
$275K 0.02%
3,535
+2
82
$271K 0.02%
+3,276
83
$267K 0.02%
+2,252
84
$265K 0.02%
1,269
+6
85
$261K 0.02%
1,175
-764
86
$253K 0.02%
9,128
+1
87
$241K 0.02%
7,027
-12,429
88
$223K 0.02%
378
-46
89
$222K 0.02%
831
-33
90
$221K 0.02%
1,398
+1
91
$217K 0.02%
6,885
-3,326
92
$216K 0.02%
2,610
+163
93
$211K 0.02%
10,842
94
$210K 0.02%
5,750
+5
95
$133K 0.01%
+11,163
96
$33K ﹤0.01%
+11,779
97
– –
-1,605
98
– –
-2,800
99
– –
-573
100
– –
-10,826
1 2 3
4
5