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IFA

Index Fund Advisors Portfolio holdings

AUM $2.22B
1-Year Est. Return 20.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.06B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$24.4M
3
+$20.8M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$19.9M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11M

Top Sells

1
+$4.16M
2
+$1.52M
3
+$777K
4
ZTS icon
Zoetis
ZTS
+$621K
5
TFIN icon
Triumph Financial Inc
TFIN
+$598K

Sector Composition

1 Technology 1.52%
2 Consumer Staples 0.61%
3 Consumer Discretionary 0.57%
4 Financials 0.5%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$380K 0.02%
7,013
+16
102
$373K 0.02%
+8,718
103
$372K 0.02%
+6,204
104
$359K 0.02%
1,967
-852
105
$351K 0.02%
+6,799
106
$350K 0.02%
5,153
107
$344K 0.02%
3,684
+7
108
$344K 0.02%
2,440
109
$342K 0.02%
18,570
110
$340K 0.02%
908
+248
111
$337K 0.02%
13,095
+18
112
$327K 0.02%
7,157
+19
113
$314K 0.02%
646
-1
114
$313K 0.02%
892
-1
115
$301K 0.01%
11,608
-11,169
116
$288K 0.01%
10,934
-9
117
$286K 0.01%
3,586
+5
118
$285K 0.01%
10,842
119
$285K 0.01%
13,360
-13,926
120
$283K 0.01%
474
+5
121
$281K 0.01%
1,118
+1
122
$281K 0.01%
+3,353
123
$277K 0.01%
3,283
+5
124
$271K 0.01%
1,778
-1,293
125
$271K 0.01%
637
+2
3 4
5
6 7