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
$1.89B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$3.4M
3
+$2.1M
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$1.85M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.82M

Top Sells

1
+$7.73M
2
+$7.66M
3
+$3.77M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.72M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.29M

Sector Composition

1 Technology 1.03%
2 Financials 0.23%
3 Real Estate 0.19%
4 Consumer Discretionary 0.16%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$338K 0.02%
1,292
-15
77
$334K 0.02%
9,506
78
$334K 0.02%
14,769
+4,749
79
$331K 0.02%
+2,582
80
$315K 0.02%
3,280
81
$294K 0.02%
5,109
-725
82
$292K 0.02%
12,201
+12
83
$287K 0.02%
+503
84
$283K 0.02%
+1,434
85
$279K 0.01%
1,133
+7
86
$275K 0.01%
+1,695
87
$273K 0.01%
2,871
+595
88
$271K 0.01%
6,816
89
$261K 0.01%
+1,515
90
$255K 0.01%
790
-200
91
$252K 0.01%
+3,543
92
$251K 0.01%
1,213
93
$245K 0.01%
3,115
+6
94
$243K 0.01%
+4,130
95
$238K 0.01%
11,592
-372
96
$237K 0.01%
+3,595
97
$234K 0.01%
9,858
-20
98
$231K 0.01%
1,290
99
$222K 0.01%
2,800
100
$220K 0.01%
+447
1 2 3
4
5