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Top Ten Holdings
Index Calculator
Capitalism, Inc.Top Ten Holdings for IFA Indexes
As of 04/16/2025
% of Fund
IFA US Large Company Index
Apple Inc
5.97
Microsoft Corp
5.34
NVIDIA Corp
5.19
Amazon.com Inc
3.38
Meta Platforms Inc Class A
2.24
Berkshire Hathaway Inc Class B
1.92
Alphabet Inc Class A
1.78
Alphabet Inc Class C
1.62
Broadcom Inc
1.59
Tesla Inc
1.42
As of 04/16/2025
% of Fund
IFA US Large Cap Value Index
JPMorgan Chase & Co
4.49
Exxon Mobil Corp
3.99
UnitedHealth Group Inc
2.99
Berkshire Hathaway Inc Class B
2.69
Johnson & Johnson
2.12
Chevron Corp
1.98
Cisco Systems Inc
1.83
AT&T Inc
1.74
Verizon Communications Inc
1.61
As of 04/16/2025
% of Fund
IFA US Small Cap Index
Sprouts Farmers Market Inc
0.56
BellRing Brands Inc Class A
0.28
Beacon Roofing Supply Inc Class A
0.27
Carpenter Technology Corp
0.27
H&R Block Inc
0.25
ExlService Holdings Inc
0.25
SouthState Corp
0.25
Ensign Group Inc
0.25
DT Midstream Inc Ordinary Shares
0.25
Encompass Health Corp
0.25
As of 04/16/2025
% of Fund
IFA US Small Cap Value Index
United States Steel Corp
0.91
Post Holdings Inc
0.68
Lithia Motors Inc Class A
0.68
Taylor Morrison Home Corp
0.66
Old National Bancorp
0.64
MGIC Investment Corp
0.63
Mohawk Industries Inc
0.62
Webster Financial Corp
0.62
Prosperity Bancshares Inc
0.61
Jackson Financial Inc
0.59
As of 04/16/2025
% of Fund
IFA Global REIT Index
American Tower Corp
6.01
Prologis Inc
5.48
Welltower Inc
5.48
Equinix Inc
4.46
Realty Income Corp
2.98
Digital Realty Trust Inc
2.91
Simon Property Group Inc
2.85
Public Storage
2.69
Crown Castle Inc
2.60
Goodman Group
2.13
As of 04/15/2025
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
3.24
TotalEnergies SE
2.14
Zurich Insurance Group AG
1.51
HSBC Holdings PLC ADR
1.38
The Toronto-Dominion Bank
1.31
Novartis AG ADR
1.23
Compagnie de Saint-Gobain SA
1.20
Basf SE
1.19
Holcim Ltd
1.17
Banco Santander SA
1.14
As of 04/15/2025
% of Fund
IFA International Small Company Index
Bawag Group AG Ordinary Shares
0.51
Banca Monte dei Paschi di Siena
0.47
Zalando SE
0.40
Swissquote Group Holding SA
0.38
PSP Swiss Property AG
0.34
Orion Oyj Class B
0.33
Unipol Assicurazioni SpA
0.33
Belimo Holding AG
0.31
LEG Immobilien SE
0.30
As of 04/15/2025
% of Fund
IFA International Small Cap Value Index
Banca Monte dei Paschi di Siena
0.88
Swiss Prime Site AG
0.85
Iamgold Corp
0.78
Banca Popolare di Sondrio SpA
0.71
Eldorado Gold Corp
0.70
Sydbank A/S
0.61
Lion Finance Group PLC
0.61
Bellway PLC
0.60
TBC Bank Group PLC
0.58
As of 04/15/2025
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
7.58
Tencent Holdings Ltd
4.05
Alibaba Group Holding Ltd Ordinary Shares
2.01
Samsung Electronics Co Ltd
1.94
China Construction Bank Corp Class H
1.00
Meituan Class B
0.86
Xiaomi Corp Class B
0.86
ICICI Bank Ltd ADR
0.80
SK Hynix Inc
0.79
HDFC Bank Ltd ADR
0.67
As of 04/15/2025
% of Fund
IFA Emerging Markets Value Index
Alibaba Group Holding Ltd Ordinary Shares
3.03
Reliance Industries Ltd
2.71
China Construction Bank Corp Class H
2.52
Axis Bank Ltd
1.54
Hon Hai Precision Industry Co Ltd
1.44
SK Hynix Inc
1.26
Industrial And Commercial Bank Of China Ltd Class H
1.24
Bank Of China Ltd Class H
1.21
Ping An Insurance (Group) Co. of China Ltd Class H
1.15
Saudi National Bank
1.06
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
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Risk and Return Data
2
SPIEs
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Year To Date Returns
4
Risk Return Scatter Plot
5
Why Diversify? Stocks
6
Histograms of Simulated Experiences
7
Monthly Rolling Periods
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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