IFA

Index Fund Advisors Portfolio holdings

AUM $2.06B
1-Year Est. Return 10.43%
This Quarter Est. Return
1 Year Est. Return
+10.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
-$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$3.34M
3
+$2.92M
4
AAPL icon
Apple
AAPL
+$382K
5
LLY icon
Eli Lilly
LLY
+$336K

Top Sells

1
+$23.8M
2
+$13.3M
3
+$9.38M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$892K
5
NMZ icon
Nuveen Municipal High Income Opportunity Fund
NMZ
+$862K

Sector Composition

1 Technology 1.19%
2 Financials 0.45%
3 Consumer Staples 0.44%
4 Real Estate 0.25%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-378
102
– –
-1,269
103
– –
-3,276
104
– –
-2,252
1 2 3 4
5