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
$1.46B
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$2.67M
3
+$1.34M
4
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$1.31M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.09M

Top Sells

1
+$5.23M
2
+$3.74M
3
+$2.47M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.39M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.28M

Sector Composition

1 Technology 0.81%
2 Real Estate 0.23%
3 Financials 0.15%
4 Consumer Discretionary 0.1%
5 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$359M 24.55%
8,074,041
-117,451
2
$357M 24.37%
6,768,546
-46,806
3
$266M 18.17%
5,985,629
-16,296
4
$239M 16.3%
7,125,609
-111,711
5
$117M 8.02%
3,642,676
-29,292
6
$19.1M 1.3%
258,047
-13,028
7
$18.1M 1.24%
725,827
+138,440
8
$9.94M 0.68%
60,259
-513
9
$6.13M 0.42%
30,021
+3,716
10
$4.65M 0.32%
11,321
+64
11
$4.22M 0.29%
22,247
+28
12
$3.36M 0.23%
340,489
+1,675
13
$3.14M 0.21%
19,773
-370
14
$2.69M 0.18%
105,571
+7,871
15
$2.67M 0.18%
+108,797
16
$2.44M 0.17%
151,629
-882
17
$2.04M 0.14%
4,990
-1,104
18
$1.99M 0.14%
9,422
+29
19
$1.8M 0.12%
78,240
+57,082
20
$1.74M 0.12%
12,986
-769
21
$1.67M 0.11%
70,052
+44,124
22
$1.51M 0.1%
12,241
-11,275
23
$1.38M 0.09%
10,000
+28
24
$1.37M 0.09%
4,767
-122
25
$1.34M 0.09%
+17,450
1
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