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
$1.34B
AUM Growth
-$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.69M
3
+$1.25M
4
BAC icon
Bank of America
BAC
+$636K
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$622K

Top Sells

1
+$4.22M
2
+$2.13M
3
+$2.12M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.08M
5
AAPL icon
Apple
AAPL
+$724K

Sector Composition

1 Technology 1.42%
2 Financials 0.56%
3 Consumer Staples 0.5%
4 Consumer Discretionary 0.37%
5 Communication Services 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-5,000
102
– –
-696
103
– –
-2,071
104
– –
-1,058
105
– –
-65,513
1 2 3 4
5