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
126
$266K 0.01%
469
127
$264K 0.01%
+3,278
128
$255K 0.01%
2,528
+77
129
$253K 0.01%
+1,055
130
$248K 0.01%
5,276
+57
131
$246K 0.01%
+2,344
132
$244K 0.01%
+3,598
133
$242K 0.01%
3,047
+33
134
$240K 0.01%
2,800
135
$239K 0.01%
10,796
+29
136
$236K 0.01%
+660
137
$228K 0.01%
+5,143
138
$228K 0.01%
977
139
$220K 0.01%
4,032
-511
140
$209K 0.01%
+463
141
$207K 0.01%
+7,359
142
$205K 0.01%
8,832
+89
143
$203K 0.01%
+555
144
$203K 0.01%
+173
145
– –
-1,082
146
– –
-3,274
147
– –
-1,703
148
– –
-879
2 3 4 5
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