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
$1.46B
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$2.67M
3
+$1.34M
4
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$1.31M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.09M

Top Sells

1
+$5.23M
2
+$3.74M
3
+$2.47M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.39M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.28M

Sector Composition

1 Technology 0.81%
2 Real Estate 0.23%
3 Financials 0.15%
4 Consumer Discretionary 0.1%
5 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$294K 0.02%
+11,694
77
$289K 0.02%
5,951
-296
78
$271K 0.02%
+7,620
79
$264K 0.02%
+5,993
80
$251K 0.02%
+4,753
81
$248K 0.02%
3,238
+3
82
$225K 0.02%
11,747
83
$222K 0.02%
1,101
+7
84
$221K 0.02%
9,011
-278
85
$219K 0.01%
637
-5
86
$217K 0.01%
+1,025
87
$214K 0.01%
+5,010
88
$145K 0.01%
11,163
89
– –
-10,298
90
– –
-2,271
91
– –
-40,904
92
– –
-620
93
– –
-16,707
94
– –
-8,447
1 2 3
4