IFA

Index Fund Advisors Portfolio holdings

AUM $2.06B
1-Year Est. Return 10.43%
This Quarter Est. Return
1 Year Est. Return
+10.43%
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
+$6.72M
3
+$3.86M
4
AMZN icon
Amazon
AMZN
+$3.5M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$3.18M

Top Sells

1
+$7.6M
2
+$7.26M
3
+$6M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.59M
5
DFIV icon
Dimensional International Value ETF
DFIV
+$1.25M

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
MDY icon
126
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
$266K 0.01%
469
CSGP icon
127
CoStar Group
CSGP
$29B
$264K 0.01%
+3,278
SGOV icon
128
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$255K 0.01%
2,528
+77
WDAY icon
129
Workday
WDAY
$59.7B
$253K 0.01%
+1,055
AVSF icon
130
Avantis Short-Term Fixed Income ETF
AVSF
$673M
$248K 0.01%
5,276
+57
HQY icon
131
HealthEquity
HQY
$8.57B
$246K 0.01%
+2,344
XYZ
132
Block Inc
XYZ
$37.9B
$244K 0.01%
+3,598
VCSH icon
133
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.3B
$242K 0.01%
3,047
+33
ILCB icon
134
iShares Morningstar US Equity ETF
ILCB
$1.15B
$240K 0.01%
2,800
SCHF icon
135
Schwab International Equity ETF
SCHF
$53.1B
$239K 0.01%
10,796
+29
ETN icon
136
Eaton
ETN
$138B
$236K 0.01%
+660
TOST icon
137
Toast
TOST
$21.6B
$228K 0.01%
+5,143
HON icon
138
Honeywell
HON
$127B
$228K 0.01%
977
DFGP icon
139
Dimensional Global Core Plus Fixed Income ETF
DFGP
$1.81B
$220K 0.01%
4,032
-511
DPZ icon
140
Domino's
DPZ
$13.8B
$209K 0.01%
+463
CCL icon
141
Carnival Corp
CCL
$34.3B
$207K 0.01%
+7,359
SCHZ icon
142
Schwab US Aggregate Bond ETF
SCHZ
$8.97B
$205K 0.01%
8,832
+89
HD icon
143
Home Depot
HD
$366B
$203K 0.01%
+555
MTD icon
144
Mettler-Toledo International
MTD
$28.8B
$203K 0.01%
+173
MSTR icon
145
Strategy Inc
MSTR
$59.9B
– –
-879
JNJ icon
146
Johnson & Johnson
JNJ
$470B
– –
-1,703
BSV icon
147
Vanguard Short-Term Bond ETF
BSV
$38.8B
– –
-3,274
ABBV icon
148
AbbVie
ABBV
$411B
– –
-1,082
2 3 4 5
6