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
$1.77B
AUM Growth
-$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$3.08M
3
+$2.11M
4
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$2.11M
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$1.74M

Top Sells

1
+$11.7M
2
+$6.94M
3
+$4.55M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.37M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$814K

Sector Composition

1 Technology 1.04%
2 Financials 0.24%
3 Real Estate 0.2%
4 Consumer Discretionary 0.18%
5 Communication Services 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,498
102
– –
-4,000
1 2 3 4
5