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
$1.42B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$5.39M
3
+$2.94M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.28M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.04M

Top Sells

1
+$8.96M
2
+$4.6M
3
+$4.19M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.24M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$2.37M

Sector Composition

1 Technology 0.67%
2 Real Estate 0.23%
3 Financials 0.17%
4 Industrials 0.1%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$220K 0.02%
9,289
+224
77
$217K 0.02%
+9,581
78
$203K 0.01%
+9,227
79
$91K 0.01%
11,163
80
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81
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82
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83
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84
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85
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86
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87
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88
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89
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90
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91
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92
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93
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94
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95
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96
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97
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98
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1 2 3
4
5