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
$1.53B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$1.67M
3
+$826K
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$801K
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$788K

Top Sells

1
+$4.2M
2
+$3.41M
3
+$712K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$461K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$448K

Sector Composition

1 Technology 0.93%
2 Real Estate 0.23%
3 Financials 0.16%
4 Consumer Discretionary 0.12%
5 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$234K 0.02%
+12,168
77
$220K 0.01%
+1,485
78
$218K 0.01%
8,833
-178
79
$213K 0.01%
2,743
-3,517
80
$211K 0.01%
+6,816
81
$206K 0.01%
3,572
-3,258
82
$203K 0.01%
+4,790
83
$192K 0.01%
11,747
84
$154K 0.01%
11,163
85
– –
-4,753
86
– –
-5,010
87
– –
-5,993
88
– –
-11,694
89
– –
-9,144
90
– –
-7,620
91
– –
-6,094
92
– –
-6,349
1 2 3
4