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 ▾
FundOptions
Resources▾
About Us ▾
Store
GaltonBoard
Petition
Back-testing Disclosures
Index Descriptions
Glossary
Form CRS
Returns Matrix
Top Ten Holdings
Index Calculator
Capitalism, Inc.Top Ten Holdings for IFA Indexes
As of 04/10/2025
% of Fund
IFA US Large Company Index
Apple Inc
5.87
Microsoft Corp
5.49
NVIDIA Corp
5.35
Amazon.com Inc
3.52
Meta Platforms Inc Class A
2.44
Berkshire Hathaway Inc Class B
1.93
Alphabet Inc Class A
1.79
Alphabet Inc Class C
1.63
Broadcom Inc
1.58
Tesla Inc
1.51
As of 04/10/2025
% of Fund
IFA US Large Cap Value Index
JPMorgan Chase & Co
4.63
Exxon Mobil Corp
3.98
UnitedHealth Group Inc
3.19
Berkshire Hathaway Inc Class B
2.81
Johnson & Johnson
2.12
Chevron Corp
2.06
Cisco Systems Inc
1.94
AT&T Inc
1.77
Verizon Communications Inc
1.66
Wells Fargo & Co
1.34
As of 04/10/2025
% of Fund
IFA US Small Cap Index
Sprouts Farmers Market Inc
0.55
BellRing Brands Inc Class A
0.29
Beacon Roofing Supply Inc Class A
0.27
Carpenter Technology Corp
0.26
Ensign Group Inc
0.25
Applied Industrial Technologies Inc
0.25
Encompass Health Corp
0.25
ExlService Holdings Inc
0.25
SouthState Corp
0.24
Mueller Industries Inc
0.24
As of 04/10/2025
% of Fund
IFA US Small Cap Value Index
United States Steel Corp
0.91
Post Holdings Inc
0.71
Lithia Motors Inc Class A
0.70
Taylor Morrison Home Corp
0.67
Mohawk Industries Inc
0.64
MGIC Investment Corp
0.63
Knight-Swift Transportation Holdings Inc Class A
0.63
Old National Bancorp
0.61
Prosperity Bancshares Inc
0.60
Jackson Financial Inc
0.60
As of 04/10/2025
% of Fund
IFA Global REIT Index
American Tower Corp
5.96
Welltower Inc
5.54
Prologis Inc
5.39
Equinix Inc
4.58
Simon Property Group Inc
2.95
Realty Income Corp
2.93
Digital Realty Trust Inc
2.90
Public Storage
2.69
Crown Castle Inc
2.54
Goodman Group
2.18
As of 04/09/2025
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
3.57
TotalEnergies SE
2.16
Zurich Insurance Group AG
1.56
HSBC Holdings PLC ADR
1.42
The Toronto-Dominion Bank
1.37
Novartis AG ADR
1.27
Basf SE
1.19
Toyota Motor Corp
1.13
Holcim Ltd
1.12
Compagnie de Saint-Gobain SA
1.08
As of 04/09/2025
% of Fund
IFA International Small Company Index
Bawag Group AG Ordinary Shares
0.50
Banca Monte dei Paschi di Siena
0.44
Zalando SE
0.38
Swissquote Group Holding SA
0.36
PSP Swiss Property AG
0.34
Orion Oyj Class B
0.33
Unipol Assicurazioni SpA
0.31
Belimo Holding AG
0.30
thyssenkrupp AG
0.29
As of 04/09/2025
% of Fund
IFA International Small Cap Value Index
Swiss Prime Site AG
0.88
Banca Monte dei Paschi di Siena
0.83
Iamgold Corp
0.76
Eldorado Gold Corp
0.69
Banca Popolare di Sondrio SpA
0.68
Sydbank A/S
0.58
Veren Inc
0.58
Lion Finance Group PLC
0.58
Bellway PLC
0.57
As of 04/10/2025
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
7.70
Tencent Holdings Ltd
4.12
Alibaba Group Holding Ltd Ordinary Shares
2.00
Samsung Electronics Co Ltd
1.98
China Construction Bank Corp Class H
0.98
Xiaomi Corp Class B
0.89
Meituan Class B
0.89
SK Hynix Inc
0.82
ICICI Bank Ltd ADR
0.81
HDFC Bank Ltd ADR
0.65
As of 04/10/2025
% of Fund
IFA Emerging Markets Value Index
Alibaba Group Holding Ltd Ordinary Shares
3.02
Reliance Industries Ltd
2.69
China Construction Bank Corp Class H
2.47
Axis Bank Ltd
1.52
Hon Hai Precision Industry Co Ltd
1.32
SK Hynix Inc
1.31
Industrial And Commercial Bank Of China Ltd Class H
1.24
Bank Of China Ltd Class H
1.20
Ping An Insurance (Group) Co. of China Ltd Class H
1.15
Saudi National Bank
1.11
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
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