IFA
Index Fund Advisors Portfolio holdings
AUM
$1.78B
This Quarter Return
+7.15%
1 Year Return
+10.11%
3 Year Return
+43.58%
5 Year Return
–
10 Year Return
–
AUM
$1.78B
AUM Growth
+$1.78B
(+10%)
Cap. Flow
+$56.5M
Cap. Flow
% of AUM
3.17%
Top 10 Holdings %
Top 10 Hldgs %
88.15%
Holding
148
New
53
Increased
56
Reduced
23
Closed
4
Top Buys
| 1 |
Costco
COST
|
$10.7M |
| 2 |
Dimensional US Small Cap Value ETF
DFSV
|
$6.72M |
| 3 |
NVIDIA
NVDA
|
$3.86M |
| 4 |
Amazon
AMZN
|
$3.5M |
| 5 |
Vanguard Information Technology ETF
VGT
|
$3.18M |
Top Sells
Sector Composition
| 1 | Technology | 1.38% |
| 2 | Consumer Staples | 0.7% |
| 3 | Consumer Discretionary | 0.64% |
| 4 | Financials | 0.59% |
| 5 | Communication Services | 0.33% |
