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Top Ten Holdings
Index Calculator
Capitalism, Inc.Top Ten Holdings for IFA Indexes
As of 04/09/2025
% of Fund
IFA US Large Company Index
Apple Inc
5.90
NVIDIA Corp
5.47
Microsoft Corp
5.41
Amazon.com Inc
3.58
Meta Platforms Inc Class A
2.52
Berkshire Hathaway Inc Class B
1.88
Alphabet Inc Class A
1.80
Broadcom Inc
1.64
Alphabet Inc Class C
1.63
Tesla Inc
1.57
As of 04/09/2025
% of Fund
IFA US Large Cap Value Index
JPMorgan Chase & Co
4.61
Exxon Mobil Corp
4.07
UnitedHealth Group Inc
3.00
Berkshire Hathaway Inc Class B
2.74
Chevron Corp
2.15
Johnson & Johnson
2.08
Cisco Systems Inc
1.92
AT&T Inc
1.72
Verizon Communications Inc
1.61
Wells Fargo & Co
1.36
As of 04/09/2025
% of Fund
IFA US Small Cap Index
Sprouts Farmers Market Inc
0.52
BellRing Brands Inc Class A
0.28
Carpenter Technology Corp
0.26
Beacon Roofing Supply Inc Class A
0.26
Applied Industrial Technologies Inc
0.25
SouthState Corp
0.25
Ensign Group Inc
0.24
ExlService Holdings Inc
0.24
Mueller Industries Inc
0.24
Encompass Health Corp
0.24
As of 04/09/2025
% of Fund
IFA US Small Cap Value Index
United States Steel Corp
0.96
Lithia Motors Inc Class A
0.69
Post Holdings Inc
0.67
Taylor Morrison Home Corp
0.67
Mohawk Industries Inc
0.64
Knight-Swift Transportation Holdings Inc Class A
0.63
Old National Bancorp
0.63
Jackson Financial Inc
0.62
Webster Financial Corp
0.62
MGIC Investment Corp
0.61
As of 04/09/2025
% of Fund
IFA Global REIT Index
American Tower Corp
5.91
Prologis Inc
5.56
Welltower Inc
5.51
Equinix Inc
4.72
Simon Property Group Inc
3.05
Digital Realty Trust Inc
2.96
Realty Income Corp
2.91
Public Storage
2.72
Crown Castle Inc
2.54
VICI Properties Inc Ordinary Shares
1.97
As of 04/04/2025
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
3.46
TotalEnergies SE
2.28
Zurich Insurance Group AG
1.55
HSBC Holdings PLC ADR
1.38
The Toronto-Dominion Bank
1.31
Novartis AG ADR
1.25
Basf SE
1.19
Holcim Ltd
1.13
Compagnie de Saint-Gobain SA
1.11
Toyota Motor Corp
1.11
As of 04/03/2025
% of Fund
IFA International Small Company Index
Bawag Group AG Ordinary Shares
0.54
Banca Monte dei Paschi di Siena
0.49
Zalando SE
0.37
Swissquote Group Holding SA
0.34
Unipol Assicurazioni SpA
0.32
PSP Swiss Property AG
0.32
Orion Oyj Class B
0.30
Baloise Holding AG
0.29
Belimo Holding AG
0.28
As of 04/03/2025
% of Fund
IFA International Small Cap Value Index
Banca Monte dei Paschi di Siena
0.91
Swiss Prime Site AG
0.82
Banca Popolare di Sondrio SpA
0.73
Iamgold Corp
0.70
Eldorado Gold Corp
0.66
Sydbank A/S
0.64
Lion Finance Group PLC
0.59
Bellway PLC
0.58
TP ICAP GROUP PLC
0.57
As of 04/09/2025
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
7.22
Tencent Holdings Ltd
4.24
Alibaba Group Holding Ltd Ordinary Shares
2.05
Samsung Electronics Co Ltd
1.89
China Construction Bank Corp Class H
1.00
Meituan Class B
0.93
Xiaomi Corp Class B
0.90
ICICI Bank Ltd ADR
0.85
SK Hynix Inc
0.75
PDD Holdings Inc ADR
0.71
As of 04/09/2025
% of Fund
IFA Emerging Markets Value Index
Alibaba Group Holding Ltd Ordinary Shares
3.14
Reliance Industries Ltd
2.78
China Construction Bank Corp Class H
2.54
Axis Bank Ltd
1.58
Industrial And Commercial Bank Of China Ltd Class H
1.26
Hon Hai Precision Industry Co Ltd
1.25
Bank Of China Ltd Class H
1.22
SK Hynix Inc
1.21
Ping An Insurance (Group) Co. of China Ltd Class H
1.18
Saudi National Bank
1.09
As of 02/28/2025
% of Fund
IFA Emerging Markets Small Cap Index
Li Ning Co Ltd
0.44
Industrias Ch SAB de CV Class B
0.41
Qifu Technology Inc ADR
0.39
GDS Holdings Ltd Class A
0.39
Kingsoft Corp Ltd
0.37
Harmony Gold Mining Co Ltd ADR
0.35
Embraer SA
0.34
AAC Technologies Holdings Inc
0.32
Abu Dhabi Islamic Bank
0.31
Grupa Kety SA
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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