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
FinPlanSurveys
Wealth Management
Retirement Plans
Institutional
Financial Calculators ▾
Open an Account
Schedule a Meeting
IFA App
Videos ▾
Articles
Charts
Investor Education ▾
IndexPortfolios ▾
FundOptions
Resources▾
About Us ▾
Store
GaltonBoard/Coins ▾
Taxes
Back-testing Disclosures
Index Descriptions
Glossary
Form CRS
Risk & Return
Matching People With Portfolios
Risk Capacity Profile: Most Aggressive: Suitable for investors who have at least 15 years before needing approximately 20% of their investments and are willing to accept a very high degree of volatility in exchange for high portfolio growth potential.
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.
Implementations
S4B9 - IFA Avantis ETF Portfolio 0 Allocation
Equity Allocation: 0%
| Manager | Region | % | Size | % | Style | % | Fund Name | % | Ticker | Hldgs* | Weighted Avg Market (M)* | Price to Book* | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | US | 0.00% | Large | 0.00% | Blend | 0.00% | Avantis® U.S. Equity ETF | 0.00% | AVUS | 1,922 | $179,535.96 | 3.62 | ||||||
| Value | 0.00% | Avantis® US Large Cap Value ETF | 0.00% | AVLV | 266 | $98,263.40 | 3.31 | |||||||||||
| Small | 0.00% | Blend | 0.00% | Avantis® US Small Cap Equity ETF | 0.00% | AVSC | 1,437 | $1,561.30 | 1.47 | |||||||||
| Value | 0.00% | Avantis® U.S. Small Cap Value ETF | 0.00% | AVUV | 785 | $2,576.83 | 1.25 | |||||||||||
| Global | 0.00% | Large | 0.00% | Real Estate | 0.00% | Avantis® Real Estate ETF | 0.00% | AVRE | 325 | $18,622.05 | 1.76 | |||||||
| International | 0.00% | Large | 0.00% | Value | 0.00% | Avantis® International Large Cap Val ETF | 0.00% | AVIV | 583 | $35,180.13 | 1.65 | |||||||
| Small | 0.00% | Blend | 0.00% | Avantis International Small Cp Eq ETF | 0.00% | AVDS | 2,946 | $1,995.00 | 1.41 | |||||||||
| Value | 0.00% | Avantis® International Small Cap Val ETF | 0.00% | AVDV | 1,600 | $2,127.81 | 1.21 | |||||||||||
| Emerging Markets | 0.00% | Large | 0.00% | Blend | 0.00% | Avantis® Emerging Markets Equity ETF | 0.00% | AVEM | 3,882 | $27,404.16 | 1.64 | |||||||
| Value | 0.00% | Avantis® Emerging Markets Value ETF | 0.00% | AVES | 1,794 | $8,593.34 | 1.29 | |||||||||||
| Small | 0.00% | Blend | 0.00% | Avantis Emerging Markets Small Cap Equity ETF | 0.00% | AVEE | 2,556 | $1,398.64 | 1.29 |
Fixed Income Allocation: 100%
| Manager | Region | % | Maturity | % | Security Type | % | Fund Name | % | Ticker | Hldgs* | Weighted Duration* | Weighted Maturity* | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| US | 100.00% | Broad | 50.00% | Mixed | 50.00% | Avantis® Core Fixed Income ETF | 50.00% | AVIG | 750 | n/a | n/a | ||||||
| Short | 50.00% | Government | 50.00% | Avantis® Short-Term Fixed Income ETF | 50.00% | AVSF | 526 | n/a | n/a |
*Updated as of 12/1/2025
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