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
$1.42B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$5.39M
3
+$2.94M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.28M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.04M

Top Sells

1
+$8.96M
2
+$4.6M
3
+$4.19M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.24M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$2.37M

Sector Composition

1 Technology 0.67%
2 Real Estate 0.23%
3 Financials 0.17%
4 Industrials 0.1%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-979
102
– –
-26,570
1 2 3 4
5