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
$1.89B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$3.4M
3
+$2.1M
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$1.85M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.82M

Top Sells

1
+$7.73M
2
+$7.66M
3
+$3.77M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.72M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.29M

Sector Composition

1 Technology 1.03%
2 Financials 0.23%
3 Real Estate 0.19%
4 Consumer Discretionary 0.16%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$216K 0.01%
+3,927
102
$216K 0.01%
4,574
+50
103
$215K 0.01%
650
104
$215K 0.01%
5,960
105
$208K 0.01%
+818
106
$201K 0.01%
+3,112
107
$200K 0.01%
+1,513
108
$86.3K ﹤0.01%
11,163
109
– –
-1,328
110
– –
-6,186
1 2 3 4
5