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
$1.7B
AUM Growth
+$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Sells

1 +$5.72M
2 +$5.06M
3 +$1.26M
4
AAPL icon
Apple
AAPL
+$686K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$474K

Sector Composition

1 Technology 0.84%
2 Real Estate 0.22%
3 Financials 0.17%
4 Consumer Discretionary 0.14%
5 Communication Services 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,298
102
-750
103
-450
104
-459