IFA

Index Fund Advisors Portfolio holdings

AUM $2.13B
1-Year Est. Return 14.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.32M
3
+$3.16M
4
NVDA icon
NVIDIA
NVDA
+$3.08M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.79M

Top Sells

1
+$7.17M
2
+$6.71M
3
+$5.7M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.5M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$1.19M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$626K 0.04%
+5,423
77
$621K 0.03%
+3,980
78
$620K 0.03%
+2,391
79
$607K 0.03%
10,105
+81
80
$604K 0.03%
+1,066
81
$600K 0.03%
5,641
82
$598K 0.03%
+10,843
83
$578K 0.03%
17,502
+161
84
$572K 0.03%
+22,777
85
$547K 0.03%
+27,286
86
$536K 0.03%
7,373
-1,019
87
$528K 0.03%
8,518
+82
88
$526K 0.03%
+18,570
89
$483K 0.03%
888
+441
90
$466K 0.03%
7,191
+13
91
$456K 0.03%
+1,694
92
$453K 0.03%
+2,295
93
$447K 0.03%
4,999
+25
94
$436K 0.02%
+15,590
95
$413K 0.02%
4,156
+16
96
$412K 0.02%
13,957
+1,053
97
$410K 0.02%
1,415
-96
98
$403K 0.02%
1,463
-44
99
$403K 0.02%
1,968
100
$402K 0.02%
+9,920
2 3
4
5 6