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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
126
$262K 0.01%
3,619
+21
127
$260K 0.01%
1,014
-1,377
128
$259K 0.01%
2,800
129
$255K 0.01%
1,061
+6
130
$251K 0.01%
10,796
131
$250K 0.01%
+4,503
132
$246K 0.01%
3,081
+34
133
$246K 0.01%
5,022
+3
134
$246K 0.01%
+4,554
135
$244K 0.01%
5,773
136
$244K 0.01%
490
-576
137
$242K 0.01%
4,354
+322
138
$236K 0.01%
583
+28
139
$231K 0.01%
+1,380
140
$229K 0.01%
+1,707
141
$210K 0.01%
+328
142
$209K 0.01%
1,051
+14
143
$207K 0.01%
+1,453
144
$202K 0.01%
+4,455
145
$201K 0.01%
+3,420
146
– –
-3,373
147
– –
-5,276
148
– –
-2,717
149
– –
-9,920
150
– –
-2,344
3 4 5
6
7