IFA

Index Fund Advisors Portfolio holdings

AUM $2.13B
1-Year Est. Return 14.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
-$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$14.9M
3
+$1.98M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.91M
5
AVEE icon
Avantis Emerging Markets Small Cap Equity ETF
AVEE
+$1.39M

Top Sells

1
+$48.6M
2
+$44.5M
3
+$41.1M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$31.5M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$16.3M

Sector Composition

1 Technology 0.4%
2 Financials 0.13%
3 Communication Services 0.11%
4 Consumer Discretionary 0.1%
5 Healthcare 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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103
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104
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105
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-34,853
106
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107
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108
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-8,847
109
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-225,157
110
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-781
111
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-1,139
112
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-1,414
113
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-744
114
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-8,331
1 2 3 4
5