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
$1.78B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.32M
3
+$3.16M
4
NVDA icon
NVIDIA
NVDA
+$3.08M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.79M

Top Sells

1
+$7.17M
2
+$6.71M
3
+$5.7M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.5M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$1.19M

Sector Composition

1 Technology 1.38%
2 Consumer Staples 0.7%
3 Consumer Discretionary 0.64%
4 Financials 0.59%
5 Communication Services 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$401K 0.02%
+2,819
102
$394K 0.02%
1,380
103
$392K 0.02%
+3,071
104
$376K 0.02%
+1,117
105
$373K 0.02%
+924
106
$370K 0.02%
9,506
107
$361K 0.02%
+5,019
108
$352K 0.02%
+4,505
109
$346K 0.02%
6,997
+8
110
$341K 0.02%
+647
111
$336K 0.02%
3,280
112
$327K 0.02%
5,153
+25
113
$325K 0.02%
2,440
-83
114
$312K 0.02%
13,077
-1,885
115
$307K 0.02%
+635
116
$306K 0.02%
1,725
+45
117
$302K 0.02%
7,138
+75
118
$300K 0.02%
+5,773
119
$293K 0.02%
+2,717
120
$282K 0.02%
3,551
+60
121
$278K 0.02%
3,581
+20
122
$275K 0.02%
+893
123
$271K 0.02%
+3,677
124
$267K 0.02%
10,943
-5
125
$266K 0.01%
10,842
2 3 4
5
6