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Top Ten Holdings
Index Calculator
Capitalism, Inc.Top Ten Holdings for IFA Indexes
As of 02/27/2025
% of Fund
IFA US Large Company Index
Apple Inc
6.58
NVIDIA Corp
5.15
Microsoft Corp
5.07
Amazon.com Inc
3.61
Meta Platforms Inc Class A
2.65
Alphabet Inc Class A
1.73
Berkshire Hathaway Inc Class B
1.72
Alphabet Inc Class C
1.59
Broadcom Inc
1.54
Tesla Inc
1.52
As of 02/27/2025
% of Fund
IFA US Large Cap Value Index
JPMorgan Chase & Co
4.64
Exxon Mobil Corp
3.85
Berkshire Hathaway Inc Class B
2.48
Johnson & Johnson
2.16
Chevron Corp
2.10
Cisco Systems Inc
2.00
UnitedHealth Group Inc
1.88
AT&T Inc
1.67
Verizon Communications Inc
1.55
Wells Fargo & Co
1.47
As of 02/27/2025
% of Fund
IFA US Small Cap Index
Sprouts Farmers Market Inc
0.47
Carpenter Technology Corp
0.29
Exelixis Inc
0.29
Kyndryl Holdings Inc Ordinary Shares
0.27
UMB Financial Corp
0.27
SouthState Corp
0.26
Cadence Bank
0.26
Wintrust Financial Corp
0.26
BellRing Brands Inc Class A
0.25
ExlService Holdings Inc
0.24
As of 02/27/2025
% of Fund
IFA US Small Cap Value Index
United States Steel Corp
0.77
Alaska Air Group Inc
0.73
Old National Bancorp
0.70
Jackson Financial Inc
0.67
Taylor Morrison Home Corp
0.66
Antero Resources Corp
0.66
Invesco Ltd
0.65
Post Holdings Inc
0.62
Prosperity Bancshares Inc
0.61
Lithia Motors Inc Class A
0.60
As of 02/27/2025
% of Fund
IFA Global REIT Index
Prologis Inc
6.36
Welltower Inc
5.49
American Tower Corp
5.45
Equinix Inc
4.90
Simon Property Group Inc
3.41
Digital Realty Trust Inc
2.86
Realty Income Corp
2.80
Public Storage
2.74
Crown Castle Inc
2.32
Goodman Group
2.19
As of 02/27/2025
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
3.22
TotalEnergies SE
2.29
HSBC Holdings PLC ADR
1.57
Zurich Insurance Group AG
1.40
The Toronto-Dominion Bank
1.34
Novartis AG ADR
1.25
Toyota Motor Corp
1.21
Compagnie de Saint-Gobain SA
1.19
Compagnie Financiere Richemont SA Class A
1.08
Mitsubishi UFJ Financial Group Inc
1.08
As of 02/27/2025
% of Fund
IFA International Small Company Index
Bawag Group AG Ordinary Shares
0.53
Banca Monte dei Paschi di Siena
0.47
Mercari Inc
0.42
Swissquote Group Holding SA
0.33
Belimo Holding AG
0.33
LEG Immobilien SE
0.31
Unipol Assicurazioni SpA
0.31
Bankinter SA
0.31
PSP Swiss Property AG
0.29
Teleperformance SE
0.29
As of 02/27/2025
% of Fund
IFA International Small Cap Value Index
Banca Monte dei Paschi di Siena
1.44
Swiss Prime Site AG
0.76
Banca Popolare di Sondrio SpA
0.74
Whitecap Resources Inc
0.65
Sydbank A/S
0.64
BPER Banca SpA
0.64
Arkema SA
0.60
TP ICAP GROUP PLC
0.59
Jyske Bank AS
0.59
Lion Finance Group PLC
0.59
As of 02/27/2025
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
8.50
Tencent Holdings Ltd
4.06
Alibaba Group Holding Ltd Ordinary Shares
2.23
Samsung Electronics Co Ltd
1.78
Xiaomi Corp Class B
0.98
China Construction Bank Corp Class H
0.98
Meituan Class B
0.92
SK Hynix Inc
0.79
PDD Holdings Inc ADR
0.78
ICICI Bank Ltd ADR
0.68
As of 02/27/2025
% of Fund
IFA Emerging Markets Value Index
Alibaba Group Holding Ltd Ordinary Shares
3.66
China Construction Bank Corp Class H
2.51
Reliance Industries Ltd
2.50
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
Bank Of China Ltd Class H
1.19
Ping An Insurance (Group) Co. of China Ltd Class H
1.18
Saudi National Bank
1.11
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
0.40
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 Return Scatter Plot
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Why Diversify? Stocks
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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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