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Top Ten Holdings
Index Calculator
Capitalism, Inc.Top Ten Holdings for IFA Indexes
As of 02/20/2025
% of Fund
IFA US Large Company Index
Apple Inc
6.46
NVIDIA Corp
6.02
Microsoft Corp
5.16
Amazon.com Inc
3.73
Meta Platforms Inc Class A
2.67
Alphabet Inc Class A
1.81
Tesla Inc
1.80
Broadcom Inc
1.77
Alphabet Inc Class C
1.67
Berkshire Hathaway Inc Class B
1.55
As of 02/20/2025
% of Fund
IFA US Large Cap Value Index
JPMorgan Chase & Co
4.65
Exxon Mobil Corp
3.91
Berkshire Hathaway Inc Class B
2.29
Chevron Corp
2.13
Cisco Systems Inc
1.99
Johnson & Johnson
1.88
UnitedHealth Group Inc
1.81
AT&T Inc
1.54
Verizon Communications Inc
1.47
Wells Fargo & Co
1.46
As of 02/20/2025
% of Fund
IFA US Small Cap Index
Sprouts Farmers Market Inc
0.51
Hims & Hers Health Inc Ordinary Shares - Class A
0.31
Carpenter Technology Corp
0.28
Kyndryl Holdings Inc Ordinary Shares
0.27
Fabrinet
0.26
Wintrust Financial Corp
0.26
UMB Financial Corp
0.25
Cadence Bank
0.25
Exelixis Inc
0.25
As of 02/20/2025
% of Fund
IFA US Small Cap Value Index
Alaska Air Group Inc
0.74
United States Steel Corp
0.71
Antero Resources Corp
0.69
Old National Bancorp
0.68
Invesco Ltd
0.66
Taylor Morrison Home Corp
0.65
Lithia Motors Inc Class A
0.62
Jackson Financial Inc
0.61
Prosperity Bancshares Inc
0.59
As of 02/20/2025
% of Fund
IFA Global REIT Index
Prologis Inc
6.31
Welltower Inc
5.33
Equinix Inc
5.13
American Tower Corp
5.07
Simon Property Group Inc
3.43
Digital Realty Trust Inc
3.22
Realty Income Corp
2.79
Public Storage
2.71
Goodman Group
2.30
Crown Castle Inc
2.24
As of 02/19/2025
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
3.29
TotalEnergies SE
2.35
HSBC Holdings PLC ADR
1.57
The Toronto-Dominion Bank
1.37
Zurich Insurance Group AG
1.35
Mitsubishi UFJ Financial Group Inc
1.30
Novartis AG ADR
1.25
Toyota Motor Corp
1.21
Compagnie de Saint-Gobain SA
1.20
Compagnie Financiere Richemont SA Class A
1.07
As of 02/19/2025
% of Fund
IFA International Small Company Index
Bawag Group AG Ordinary Shares
0.50
GEA Group AG
0.41
Banca Monte dei Paschi di Siena
0.40
Mercari Inc
0.39
Unipol Assicurazioni SpA
0.36
Swissquote Group Holding SA
0.36
Belimo Holding AG
0.35
Swiss Prime Site AG
0.29
PSP Swiss Property AG
0.29
As of 02/19/2025
% of Fund
IFA International Small Cap Value Index
Banca Monte dei Paschi di Siena
1.06
BPER Banca SpA
0.83
Swiss Prime Site AG
0.75
Banca Popolare di Sondrio SpA
0.67
Iamgold Corp
0.62
Whitecap Resources Inc
0.61
Bankinter SA
0.60
Sydbank A/S
0.59
TP ICAP GROUP PLC
0.57
As of 02/20/2025
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
8.74
Tencent Holdings Ltd
3.81
Alibaba Group Holding Ltd Ordinary Shares
1.99
Samsung Electronics Co Ltd
1.87
China Construction Bank Corp Class H
0.97
Xiaomi Corp Class B
0.92
SK Hynix Inc
0.86
PDD Holdings Inc ADR
0.85
Meituan Class B
0.84
ICICI Bank Ltd ADR
0.68
As of 02/20/2025
% of Fund
IFA Emerging Markets Value Index
Alibaba Group Holding Ltd Ordinary Shares
3.33
Reliance Industries Ltd
2.58
China Construction Bank Corp Class H
2.49
Hon Hai Precision Industry Co Ltd
1.92
SK Hynix Inc
1.45
Axis Bank Ltd
1.35
Industrial And Commercial Bank Of China Ltd Class H
1.26
Ping An Insurance (Group) Co. of China Ltd Class H
1.15
Bank Of China Ltd Class H
1.13
Saudi National Bank
1.09
As of 12/31/2024
% of Fund
IFA Emerging Markets Small Cap Index
Li Ning Co Ltd
0.40
Industrias Ch SAB de CV Class B
0.38
Dixon Technologies (India) Ltd
0.36
Qifu Technology Inc ADR
0.35
Suzlon Energy Ltd
0.34
Fortis Healthcare Ltd
0.32
BSE Ltd
0.31
Harmony Gold Mining Co Ltd ADR
0.31
Pop Mart International Group Ltd Ordinary Shares
0.30
Akeso Inc Ordinary Shares
0.30
Overview
1
Risk and Return Data
2
SPIEs
3
Year To Date Returns
4
Risk Return Scatter Plot
5
Why Diversify? Stocks
6
Histograms of Simulated Experiences
7
Monthly Rolling Periods
8
Distribution of Monthly Returns
9
Positive vs. Negative Returns
10
High-Median-Low %
11
Index Comparisons
12
Index Portfolio Comparisons
13
Roller Coaster of Risk and Returns
14
Style Drifters: Asset Classes
15
Stock Pickers: Dow Stocks
16
Style Drifters: Countries
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TermsDisclosuresIndex DescriptionsForm CRS 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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