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
$1.85B
AUM Growth
-$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.51M
3
+$1.44M
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$1.17M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$903K

Top Sells

1
+$9.64M
2
+$7.73M
3
+$6.86M
4
BND icon
Vanguard Total Bond Market
BND
+$5.51M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$3.56M

Sector Composition

1 Technology 1.08%
2 Financials 0.24%
3 Consumer Discretionary 0.2%
4 Real Estate 0.14%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$352K 0.02%
1,517
+2
77
$351K 0.02%
5,393
+132
78
$343K 0.02%
14,780
+11
79
$330K 0.02%
2,584
+2
80
$311K 0.02%
7,056
-130
81
$301K 0.02%
9,506
82
$293K 0.02%
5,492
+1,362
83
$290K 0.02%
2,989
+118
84
$289K 0.02%
12,206
+5
85
$286K 0.02%
503
86
$282K 0.02%
6,953
+137
87
$275K 0.01%
5,958
+1,384
88
$274K 0.01%
1,213
89
$269K 0.01%
5,128
+19
90
$260K 0.01%
1,139
+6
91
$258K 0.01%
+891
92
$256K 0.01%
3,833
+238
93
$253K 0.01%
4,798
+871
94
$253K 0.01%
3,269
+154
95
$250K 0.01%
1,404
-30
96
$246K 0.01%
1,702
+7
97
$233K 0.01%
447
98
$227K 0.01%
2,800
99
$227K 0.01%
9,988
+130
100
$226K 0.01%
1,290
1 2 3
4
5