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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
151
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152
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153
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-8,832
154
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-10,843
155
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-5,143
156
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-4,505
157
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-3,980
158
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-7,359
159
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160
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3 4 5 6
7