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

Top Buys

1
+$11.4M
2
+$5.38M
3
+$2.9M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.26M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.03M

Top Sells

1
+$8.95M
2
+$4.61M
3
+$4.6M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.26M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$2.38M

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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83
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1 2 3
4
5