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Top Ten Holdings
Index Calculator
Capitalism, Inc.Top Ten Holdings for IFA Indexes
As of 03/06/2025
% of Fund
IFA US Large Company Index
Apple Inc
6.63
Microsoft Corp
5.28
NVIDIA Corp
5.09
Amazon.com Inc
3.60
Meta Platforms Inc Class A
2.59
Alphabet Inc Class A
1.82
Berkshire Hathaway Inc Class B
1.72
Alphabet Inc Class C
1.67
Broadcom Inc
1.50
Tesla Inc
1.44
As of 03/06/2025
% of Fund
IFA US Large Cap Value Index
JPMorgan Chase & Co
4.46
Exxon Mobil Corp
3.91
Berkshire Hathaway Inc Class B
2.47
Johnson & Johnson
2.18
Chevron Corp
2.14
UnitedHealth Group Inc
2.12
Cisco Systems Inc
2.03
AT&T Inc
1.64
Verizon Communications Inc
1.59
Wells Fargo & Co
1.41
As of 03/06/2025
% of Fund
IFA US Small Cap Index
Sprouts Farmers Market Inc
0.45
Exelixis Inc
0.29
Carpenter Technology Corp
0.26
Kyndryl Holdings Inc Ordinary Shares
0.26
UMB Financial Corp
0.26
Cadence Bank
0.25
SouthState Corp
0.24
ExlService Holdings Inc
0.24
Wintrust Financial Corp
0.24
BellRing Brands Inc Class A
0.24
As of 03/06/2025
% of Fund
IFA US Small Cap Value Index
United States Steel Corp
0.74
Taylor Morrison Home Corp
0.68
Old National Bancorp
0.65
Alaska Air Group Inc
0.65
Jackson Financial Inc
0.63
Post Holdings Inc
0.62
Invesco Ltd
0.62
Antero Resources Corp
0.61
Mohawk Industries Inc
0.60
As of 03/06/2025
% of Fund
IFA Global REIT Index
Prologis Inc
6.33
American Tower Corp
5.49
Welltower Inc
5.32
Equinix Inc
4.79
Simon Property Group Inc
3.23
Realty Income Corp
2.85
Digital Realty Trust Inc
2.79
Public Storage
2.77
Crown Castle Inc
2.35
Goodman Group
2.28
As of 03/05/2025
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
3.07
TotalEnergies SE
2.22
HSBC Holdings PLC ADR
1.62
Zurich Insurance Group AG
1.39
The Toronto-Dominion Bank
1.29
Compagnie de Saint-Gobain SA
1.27
Novartis AG ADR
1.25
Toyota Motor Corp
1.21
Basf SE
1.17
Holcim Ltd
1.10
As of 03/05/2025
% of Fund
IFA International Small Company Index
Bawag Group AG Ordinary Shares
0.57
Banca Monte dei Paschi di Siena
0.49
Mercari Inc
0.40
Bankinter SA
0.33
Swissquote Group Holding SA
0.32
Belimo Holding AG
0.32
Unipol Assicurazioni SpA
0.31
PSP Swiss Property AG
0.30
Technip Energies NV Ordinary Shares
0.29
Teleperformance SE
0.29
As of 03/05/2025
% of Fund
IFA International Small Cap Value Index
Banca Monte dei Paschi di Siena
1.49
Banca Popolare di Sondrio SpA
0.75
Swiss Prime Site AG
0.75
BPER Banca SpA
0.66
Sydbank A/S
0.65
Arkema SA
0.60
Jyske Bank AS
0.60
TP ICAP GROUP PLC
0.59
Teleperformance SE
0.59
Lion Finance Group PLC
0.59
As of 03/06/2025
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
8.15
Tencent Holdings Ltd
4.46
Alibaba Group Holding Ltd Ordinary Shares
2.34
Samsung Electronics Co Ltd
1.74
Xiaomi Corp Class B
1.03
Meituan Class B
1.00
China Construction Bank Corp Class H
0.98
PDD Holdings Inc ADR
0.80
SK Hynix Inc
0.79
ICICI Bank Ltd ADR
0.67
As of 03/06/2025
% of Fund
IFA Emerging Markets Value Index
Alibaba Group Holding Ltd Ordinary Shares
3.85
China Construction Bank Corp Class H
2.53
Reliance Industries Ltd
2.52
Hon Hai Precision Industry Co Ltd
1.83
Axis Bank Ltd
1.36
SK Hynix Inc
1.30
Industrial And Commercial Bank Of China Ltd Class H
1.27
Ping An Insurance (Group) Co. of China Ltd Class H
1.23
Bank Of China Ltd Class H
1.20
Saudi National Bank
1.06
As of 01/31/2025
% of Fund
IFA Emerging Markets Small Cap Index
Li Ning Co Ltd
0.40
Industrias Ch SAB de CV Class B
0.40
Harmony Gold Mining Co Ltd ADR
0.39
Qifu Technology Inc ADR
0.37
Kingsoft Corp Ltd
0.35
BSE Ltd
0.32
Dixon Technologies (India) Ltd
0.31
Akeso Inc Ordinary Shares
0.31
Phoenix Mills Ltd
0.30
Abu Dhabi Islamic Bank
0.29
Overview
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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
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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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