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Portfolios OverviewReturns MatrixTop Ten HoldingsIndex CalculatorCapitalism, Inc.

Top Ten Holdings for IFA Indexes

As of 01/17/2025
% of Fund
IFA US Large Company Index
Apple Inc
6.16
NVIDIA Corp
6.02
Microsoft Corp
5.41
Amazon.com Inc
3.80
Meta Platforms Inc Class A
2.38
Tesla Inc
2.19
Alphabet Inc Class A
1.98
Broadcom Inc
1.89
Alphabet Inc Class C
1.81
Berkshire Hathaway Inc Class B
1.53
As of 01/17/2025
% of Fund
IFA US Large Cap Value Index
JPMorgan Chase & Co
5.07
Exxon Mobil Corp
3.95
Berkshire Hathaway Inc Class B
2.23
Chevron Corp
2.18
Cisco Systems Inc
1.87
Wells Fargo & Co
1.52
UnitedHealth Group Inc
1.49
Johnson & Johnson
1.38
Verizon Communications Inc
1.35
AT&T Inc
1.32
As of 01/17/2025
% of Fund
IFA US Small Cap Index
Sprouts Farmers Market Inc
0.42
SouthState Corp
0.32
Fabrinet
0.28
Carpenter Technology Corp
0.28
Wintrust Financial Corp
0.27
Cadence Bank
0.27
Kyndryl Holdings Inc Ordinary Shares
0.26
Exelixis Inc
0.26
Freshpet Inc
0.25
Ensign Group Inc
0.25
As of 01/17/2025
% of Fund
IFA US Small Cap Value Index
Antero Resources Corp
0.71
Taylor Morrison Home Corp
0.67
United States Steel Corp
0.67
Jackson Financial Inc
0.65
Invesco Ltd
0.63
Alaska Air Group Inc
0.63
Old National Bancorp
0.60
Prosperity Bancshares Inc
0.59
BorgWarner Inc
0.59
As of 01/17/2025
% of Fund
IFA Global REIT Index
Prologis Inc
5.93
American Tower Corp
5.20
Equinix Inc
5.15
Welltower Inc
4.69
Digital Realty Trust Inc
3.45
Simon Property Group Inc
3.32
Realty Income Corp
2.79
Public Storage
2.74
Goodman Group
2.56
Crown Castle Inc
2.29
As of 01/15/2025
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
3.47
TotalEnergies SE
2.36
HSBC Holdings PLC ADR
1.48
The Toronto-Dominion Bank
1.35
Zurich Insurance Group AG
1.35
Toyota Motor Corp
1.32
Mitsubishi UFJ Financial Group Inc
1.27
Novartis AG ADR
1.24
Compagnie de Saint-Gobain SA
1.16
UBS Group AG
1.07
As of 01/15/2025
% of Fund
IFA International Small Company Index
Bawag Group AG Ordinary Shares
0.46
GEA Group AG
0.46
Banca Monte dei Paschi di Siena
0.40
Belimo Holding AG
0.39
BPER Banca SpA
0.37
Unipol Gruppo SpA Az.ordinaria post raggruppamento
0.37
LEG Immobilien SE
0.34
Swissquote Group Holding SA
0.31
PSP Swiss Property AG
0.31
Gaztransport et technigaz SA
0.30
As of 01/15/2025
% of Fund
IFA International Small Cap Value Index
BPER Banca SpA
1.17
Banca Monte dei Paschi di Siena
1.06
Swiss Prime Site AG
0.81
Bankinter SA
0.72
Marks & Spencer Group PLC
0.70
Whitecap Resources Inc
0.68
Banca Popolare di Sondrio SpA
0.66
Sydbank A/S
0.62
TP ICAP GROUP PLC
0.61
Eldorado Gold Corp
0.60
As of 01/15/2025
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
9.03
Tencent Holdings Ltd
3.33
Samsung Electronics Co Ltd
1.75
Alibaba Group Holding Ltd Ordinary Shares
1.47
China Construction Bank Corp Class H
0.97
SK Hynix Inc
0.82
Meituan Class B
0.80
PDD Holdings Inc ADR
0.73
ICICI Bank Ltd ADR
0.71
Xiaomi Corp Class B
0.68
As of 01/15/2025
% of Fund
IFA Emerging Markets Value Index
Reliance Industries Ltd
2.78
China Construction Bank Corp Class H
2.55
Hon Hai Precision Industry Co Ltd
1.99
Alibaba Group Holding Ltd Ordinary Shares
1.99
SK Hynix Inc
1.58
Axis Bank Ltd
1.40
Industrial And Commercial Bank Of China Ltd Class H
1.16
Bank Of China Ltd Class H
1.13
Saudi National Bank
1.12
Ping An Insurance (Group) Co. of China Ltd Class H
1.05
As of 11/30/2024
% of Fund
IFA Emerging Markets Small Cap Index
Industrias Ch SAB de CV Class B
0.40
Sunny Optical Technology (Group) Co Ltd
0.38
Li Ning Co Ltd
0.38
Akeso Inc Ordinary Shares
0.35
Suzlon Energy Ltd
0.34
Qifu Technology Inc ADR
0.33
Harmony Gold Mining Co Ltd ADR
0.33
Dixon Technologies (India) Ltd
0.32
Pop Mart International Group Ltd Ordinary Shares
0.30
Phoenix Mills Ltd
0.29
Overview
Risk and Return Data
1
Risk and Return Data
SPIEs
2
SPIEs
Year To Date Returns
3
Year To Date Returns
Risk Return Scatter Plot
4
Risk Return Scatter Plot
Why Diversify? Stocks
5
Why Diversify? Stocks
Histograms of Simulated Experiences
6
Histograms of Simulated Experiences
Monthly Rolling Periods
7
Monthly Rolling Periods
Distribution of Monthly Returns
8
Distribution of Monthly Returns
Positive vs. Negative Returns
9
Positive vs. Negative Returns
High-Median-Low %
10
High-Median-Low %
Index Comparisons
11
Index Comparisons
Index Portfolio Comparisons
12
Index Portfolio Comparisons
Roller Coaster of Risk and Returns
13
Roller Coaster of Risk and Returns
Style Drifters: Asset Classes
14
Style Drifters: Asset Classes
Stock Pickers: Dow Stocks
15
Stock Pickers: Dow Stocks
Style Drifters: Countries
16
Style Drifters: Countries
Risk Return Matrix
Risk Return Matrix
Top Ten Holdings
Top Ten Holdings
IFA Index Calculator
IFA Index Calculator
Capitalism, Inc.
Capitalism, Inc.
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The data provided in charts referring to IFA Index Portfolios is hypothetical back-tested performance and is not actual client performance. Performance data for the IFA Index Portfolios is shown net of IFA's highest advisory fee and the underlying mutual fund expenses. IFA Indexes when shown individually do not reflect a deduction of advisory fees. None of the data reflects trading costs or taxes, which would have lowered performance by these costs. See more important disclosures at ifabt.com.
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