IFA

Index Fund Advisors Portfolio holdings

AUM $1.78B
1-Year Est. Return 10.11%
This Quarter Est. Return
1 Year Est. Return
+10.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$419M
2
+$412M
3
+$319M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$119M
5
BND icon
Vanguard Total Bond Market
BND
+$23.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.48%
2 Consumer Discretionary 0.51%
3 Financials 0.39%
4 Consumer Staples 0.38%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$419M 29.82%
+8,821,747
2
$412M 29.3%
+6,866,013
3
$319M 22.66%
+6,162,397
4
$119M 8.46%
+3,622,699
5
$23.2M 1.65%
+274,054
6
$16.8M 1.2%
+94,726
7
$6.33M 0.45%
+26,210
8
$5.52M 0.39%
+33,100
9
$5.43M 0.39%
+24,047
10
$4.82M 0.34%
+10,096
11
$4.28M 0.3%
+7,545
12
$3.72M 0.26%
+196,128
13
$3.72M 0.26%
+20,787
14
$3.05M 0.22%
+9,056
15
$2.69M 0.19%
+10,559
16
$2.65M 0.19%
+91,638
17
$2.56M 0.18%
+5,398
18
$2.07M 0.15%
+13,761
19
$1.9M 0.13%
+23,335
20
$1.71M 0.12%
+90,840
21
$1.54M 0.11%
+8,982
22
$1.49M 0.11%
+13,021
23
$1.48M 0.11%
+10,045
24
$1.47M 0.1%
+12,724
25
$1.45M 0.1%
+34,627
1
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