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
$1.7B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$6.4M
3
+$5.34M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.79M
5
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$2.26M

Top Sells

1
+$5.72M
2
+$5.06M
3
+$1.26M
4
AAPL icon
Apple
AAPL
+$686K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$474K

Sector Composition

1 Technology 0.84%
2 Real Estate 0.22%
3 Financials 0.17%
4 Consumer Discretionary 0.14%
5 Communication Services 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$259K 0.02%
+13,941
77
$254K 0.01%
1,210
78
$252K 0.01%
12,183
+9
79
$251K 0.01%
3,253
+7
80
$248K 0.01%
4,852
+149
81
$234K 0.01%
4,720
-3,500
82
$234K 0.01%
4,651
-2,000
83
$227K 0.01%
6,816
84
$223K 0.01%
+1,491
85
$222K 0.01%
8,971
+220
86
$221K 0.01%
+11,739
87
$212K 0.01%
11,747
88
$204K 0.01%
+1,290
89
$192K 0.01%
+13,935
90
$134K 0.01%
11,163
91
– –
-2,800
92
– –
-1,402
93
– –
-7,411
94
– –
-3,288
95
– –
-2,240
96
– –
-1,833
97
– –
-961
98
– –
-852
99
– –
-11,136
100
– –
-518
1 2 3
4
5