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Index Calculator
Capitalism, Inc.Top Ten Holdings for IFA Indexes
As of 01/31/2025
% of Fund
IFA US Large Company Index
Apple Inc
6.27
NVIDIA Corp
5.21
Microsoft Corp
5.19
Amazon.com Inc
3.97
Meta Platforms Inc Class A
2.65
Tesla Inc
2.06
Alphabet Inc Class A
2.04
Alphabet Inc Class C
1.87
Broadcom Inc
1.74
Berkshire Hathaway Inc Class B
1.52
As of 01/31/2025
% of Fund
IFA US Large Cap Value Index
JPMorgan Chase & Co
4.90
Exxon Mobil Corp
3.76
Berkshire Hathaway Inc Class B
2.24
Chevron Corp
2.02
Cisco Systems Inc
1.88
UnitedHealth Group Inc
1.73
Johnson & Johnson
1.59
Wells Fargo & Co
1.48
AT&T Inc
1.40
Verizon Communications Inc
1.37
As of 01/31/2025
% of Fund
IFA US Small Cap Index
Sprouts Farmers Market Inc
0.48
SouthState Corp
0.33
Cadence Bank
0.26
Wintrust Financial Corp
0.26
Kyndryl Holdings Inc Ordinary Shares
0.25
Carpenter Technology Corp
0.25
Freshpet Inc
0.25
BellRing Brands Inc Class A
0.25
Ensign Group Inc
0.25
Louisiana-Pacific Corp
0.24
As of 01/31/2025
% of Fund
IFA US Small Cap Value Index
Invesco Ltd
0.70
Alaska Air Group Inc
0.69
United States Steel Corp
0.68
Old National Bancorp
0.67
Jackson Financial Inc
0.67
Taylor Morrison Home Corp
0.67
Antero Resources Corp
0.64
Lithia Motors Inc Class A
0.63
SouthState Corp
0.60
Prosperity Bancshares Inc
0.60
As of 01/30/2025
% of Fund
IFA Global REIT Index
Prologis Inc
6.44
Equinix Inc
5.12
American Tower Corp
5.01
Welltower Inc
4.92
Simon Property Group Inc
3.31
Digital Realty Trust Inc
3.13
Realty Income Corp
2.74
Public Storage
2.72
Goodman Group
2.41
Crown Castle Inc
2.24
As of 01/30/2025
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
3.33
TotalEnergies SE
2.31
HSBC Holdings PLC ADR
1.49
Zurich Insurance Group AG
1.36
The Toronto-Dominion Bank
1.34
Toyota Motor Corp
1.30
Mitsubishi UFJ Financial Group Inc
1.28
Novartis AG ADR
1.26
Compagnie de Saint-Gobain SA
1.19
UBS Group AG
1.11
As of 01/29/2025
% of Fund
IFA International Small Company Index
GEA Group AG
0.44
Bawag Group AG Ordinary Shares
0.43
Belimo Holding AG
0.39
BPER Banca SpA
0.35
Unipol Assicurazioni SpA
0.35
Swissquote Group Holding SA
0.33
Mercari Inc
0.33
Banca Monte dei Paschi di Siena
0.32
LEG Immobilien SE
0.32
As of 01/29/2025
% of Fund
IFA International Small Cap Value Index
BPER Banca SpA
1.15
Banca Monte dei Paschi di Siena
0.89
Swiss Prime Site AG
0.79
Bankinter SA
0.69
Banca Popolare di Sondrio SpA
0.66
Iamgold Corp
0.62
Whitecap Resources Inc
0.61
Marks & Spencer Group PLC
0.60
Sydbank A/S
0.60
As of 01/30/2025
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
9.43
Tencent Holdings Ltd
3.33
Samsung Electronics Co Ltd
1.74
Alibaba Group Holding Ltd Ordinary Shares
1.54
China Construction Bank Corp Class H
0.97
SK Hynix Inc
0.91
PDD Holdings Inc ADR
0.82
Meituan Class B
0.78
Xiaomi Corp Class B
0.75
ICICI Bank Ltd ADR
0.70
As of 01/30/2025
% of Fund
IFA Emerging Markets Value Index
Reliance Industries Ltd
2.71
Alibaba Group Holding Ltd Ordinary Shares
2.46
China Construction Bank Corp Class H
2.46
Hon Hai Precision Industry Co Ltd
1.99
SK Hynix Inc
1.60
Axis Bank Ltd
1.31
Industrial And Commercial Bank Of China Ltd Class H
1.23
Ping An Insurance (Group) Co. of China Ltd Class H
1.13
Bank Of China Ltd Class H
1.09
Saudi National Bank
1.07
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
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Year To Date Returns
4
Risk Return Scatter Plot
5
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6
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7
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8
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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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