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
$1.85B
AUM Growth
-$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.51M
3
+$1.44M
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$1.17M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$903K

Top Sells

1
+$9.64M
2
+$7.73M
3
+$6.86M
4
BND icon
Vanguard Total Bond Market
BND
+$5.51M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$3.56M

Sector Composition

1 Technology 1.08%
2 Financials 0.24%
3 Consumer Discretionary 0.2%
4 Real Estate 0.14%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$226K 0.01%
3,556
+13
102
$216K 0.01%
11,689
+97
103
$216K 0.01%
650
104
$207K 0.01%
+8,210
105
$206K 0.01%
790
106
$205K 0.01%
+744
107
– –
-3,112
108
– –
-11,163
109
– –
-5,960
110
– –
-818
111
– –
-1,513
1 2 3 4
5