IFA Index Calculator
Retirement Calculator
Target Date Calculator
Retirement Income
College Planning
T-Statistic Calculator
401(k) Calculator
Net Worth
Net Income
Roth IRA Conversion
Fee Calculator
Multi Funds Calculator
MENU
Home
Risk CapacitySurvey
Wealth Management
Retirement Plans
Institutional
Taxes
Financial Calculators ▾
Open an Account
Connect with an Advisor
IFA App
Videos ▾
Articles
Charts
Investor Education ▾
IndexPortfolios ▾
Fund Options
Resources▾
About Us ▾
Store
Galton Board
Petition
Back-testing Disclosures
Index Descriptions
Glossary
Form CRS
Portfolios Overview
Returns Matrix
Top Ten Holdings
Index Calculator
Capitalism, Inc.Top Ten Holdings for IFA Indexes
As of 02/05/2025
% of Fund
IFA US Large Company Index
Apple Inc
6.15
NVIDIA Corp
5.40
Microsoft Corp
5.15
Amazon.com Inc
3.93
Meta Platforms Inc Class A
2.70
Tesla Inc
1.92
Alphabet Inc Class A
1.91
Broadcom Inc
1.82
Alphabet Inc Class C
1.75
Berkshire Hathaway Inc Class B
1.53
As of 02/05/2025
% of Fund
IFA US Large Cap Value Index
JPMorgan Chase & Co
4.88
Exxon Mobil Corp
3.85
Berkshire Hathaway Inc Class B
2.26
Chevron Corp
2.06
Cisco Systems Inc
1.93
UnitedHealth Group Inc
1.77
Johnson & Johnson
1.75
Wells Fargo & Co
1.49
AT&T Inc
1.44
Verizon Communications Inc
1.39
As of 02/05/2025
% of Fund
IFA US Small Cap Index
Sprouts Farmers Market Inc
0.50
SouthState Corp
0.33
Kyndryl Holdings Inc Ordinary Shares
0.29
UMB Financial Corp
0.27
Cadence Bank
0.26
Ensign Group Inc
0.26
Wintrust Financial Corp
0.25
Carpenter Technology Corp
0.25
ExlService Holdings Inc
0.24
As of 02/05/2025
% of Fund
IFA US Small Cap Value Index
Alaska Air Group Inc
0.70
United States Steel Corp
0.70
Invesco Ltd
0.68
Antero Resources Corp
0.68
Old National Bancorp
0.68
Taylor Morrison Home Corp
0.67
Jackson Financial Inc
0.65
Lithia Motors Inc Class A
0.64
SouthState Corp
0.61
Prosperity Bancshares Inc
0.60
As of 02/05/2025
% of Fund
IFA Global REIT Index
Prologis Inc
6.29
Equinix Inc
5.16
Welltower Inc
5.06
American Tower Corp
5.01
Simon Property Group Inc
3.34
Digital Realty Trust Inc
3.17
Public Storage
2.73
Realty Income Corp
2.72
Goodman Group
2.39
Crown Castle Inc
2.24
As of 02/03/2025
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
3.34
TotalEnergies SE
2.34
HSBC Holdings PLC ADR
1.49
Zurich Insurance Group AG
1.38
The Toronto-Dominion Bank
1.36
Novartis AG ADR
1.30
Mitsubishi UFJ Financial Group Inc
1.28
Toyota Motor Corp
1.27
Compagnie de Saint-Gobain SA
1.15
UBS Group AG
1.12
As of 01/31/2025
% of Fund
IFA International Small Company Index
Bawag Group AG Ordinary Shares
0.45
GEA Group AG
0.38
Belimo Holding AG
0.36
Unipol Assicurazioni SpA
0.35
Swissquote Group Holding SA
0.34
Banca Monte dei Paschi di Siena
0.33
Mercari Inc
0.32
LEG Immobilien SE
0.31
PSP Swiss Property AG
0.30
As of 01/31/2025
% of Fund
IFA International Small Cap Value Index
Banca Monte dei Paschi di Siena
0.89
BPER Banca SpA
0.85
Swiss Prime Site AG
0.74
Iamgold Corp
0.66
Banca Popolare di Sondrio SpA
0.62
TP ICAP GROUP PLC
0.61
Bellway PLC
0.61
Whitecap Resources Inc
0.60
Eldorado Gold Corp
0.58
As of 02/05/2025
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
9.20
Tencent Holdings Ltd
3.47
Samsung Electronics Co Ltd
1.70
Alibaba Group Holding Ltd Ordinary Shares
1.70
China Construction Bank Corp Class H
0.97
SK Hynix Inc
0.81
Meituan Class B
0.80
PDD Holdings Inc ADR
0.78
Xiaomi Corp Class B
0.77
ICICI Bank Ltd ADR
0.71
As of 02/05/2025
% of Fund
IFA Emerging Markets Value Index
Alibaba Group Holding Ltd Ordinary Shares
2.77
Reliance Industries Ltd
2.75
China Construction Bank Corp Class H
2.45
Hon Hai Precision Industry Co Ltd
1.88
SK Hynix Inc
1.41
Axis Bank Ltd
1.38
Industrial And Commercial Bank Of China Ltd Class H
1.25
Ping An Insurance (Group) Co. of China Ltd Class H
1.14
Bank Of China Ltd Class H
1.11
Saudi National Bank
1.09
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
0.38
Dixon Technologies (India) Ltd
0.36
Qifu Technology Inc ADR
0.35
Suzlon Energy Ltd
0.34
Fortis Healthcare Ltd
0.32
BSE Ltd
0.31
Harmony Gold Mining Co Ltd ADR
0.31
Pop Mart International Group Ltd Ordinary Shares
0.30
Akeso Inc Ordinary Shares
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
HomeTaxesAbout Us
888-643-3133
Contact Us
Newsletter Subscribe
eMoney
IFA Apps
Index Funds Book on Kindle
Index Funds Audiobook
Careers
Facebook
X
LinkedIn
InstagramVideos
YoutubeGlossary
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.
© 1999-2025 Index Fund Advisors, Inc. All Rights Reserved | 19200 Von Karman Ave. Suite 150 Irvine, CA 92612 | 888-643-3133