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Top Ten Holdings
Index Calculator
Capitalism, Inc.Top Ten Holdings for IFA Indexes
As of 07/21/2025
% of Fund
IFA US Large Company Index
NVIDIA Corp
7.15
Microsoft Corp
6.16
Apple Inc
5.42
Amazon.com Inc
3.75
Meta Platforms Inc Class A
2.65
Broadcom Inc
2.20
Alphabet Inc Class A
1.85
Alphabet Inc Class C
1.65
Tesla Inc
1.63
Berkshire Hathaway Inc Class B
1.49
As of 07/21/2025
% of Fund
IFA US Large Cap Value Index
JPMorgan Chase & Co
4.87
Exxon Mobil Corp
3.86
Chevron Corp
2.37
Johnson & Johnson
2.28
Cisco Systems Inc
2.03
Berkshire Hathaway Inc Class B
1.90
UnitedHealth Group Inc
1.66
Linde PLC
1.31
Verizon Communications Inc
1.30
AT&T Inc
1.28
As of 07/21/2025
% of Fund
IFA US Small Cap Index
Sprouts Farmers Market Inc
0.47
Fabrinet
0.30
Carpenter Technology Corp
0.29
Kyndryl Holdings Inc Ordinary Shares
0.25
SouthState Corp
0.24
Applied Industrial Technologies Inc
0.24
Wintrust Financial Corp
0.24
MACOM Technology Solutions Holdings Inc
0.24
Hasbro Inc
0.23
As of 07/21/2025
% of Fund
IFA US Small Cap Value Index
Webster Financial Corp
0.78
Invesco Ltd
0.72
HF Sinclair Corp
0.66
WESCO International Inc
0.65
BorgWarner Inc
0.65
Lithia Motors Inc Class A
0.64
Zions Bancorp NA
0.61
Oshkosh Corp
0.60
Old National Bancorp
0.60
First Horizon Corp
0.60
As of 07/21/2025
% of Fund
IFA Global REIT Index
American Tower Corp
5.89
Welltower Inc
5.82
Prologis Inc
5.55
Equinix Inc
4.29
Digital Realty Trust Inc
3.31
Simon Property Group Inc
2.97
Realty Income Corp
2.83
Crown Castle Inc
2.57
Goodman Group
2.54
Public Storage
2.49
As of 07/17/2025
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
3.21
TotalEnergies SE
1.87
Banco Santander SA
1.47
Toyota Motor Corp
1.45
HSBC Holdings PLC ADR
1.28
Zurich Insurance Group AG
1.27
The Toronto-Dominion Bank
1.25
Basf SE
1.22
Compagnie de Saint-Gobain SA
1.11
Swiss Re AG
1.07
As of 07/17/2025
% of Fund
IFA International Small Company Index
Belimo Holding AG
0.41
Bawag Group AG Ordinary Shares
0.37
thyssenkrupp AG
0.36
Orion Oyj Class B
0.36
Bombardier Inc Registered Shs -B- Subord Vtg
0.31
Baloise Holding AG
0.30
BE Semiconductor Industries NV
0.30
PSP Swiss Property AG
0.30
Qiagen NV
0.30
As of 07/17/2025
% of Fund
IFA International Small Cap Value Index
Banca Monte dei Paschi di Siena
0.72
Alstom SA
0.67
Swiss Prime Site AG
0.66
Lion Finance Group PLC
0.65
Iamgold Corp
0.65
Bellway PLC
0.59
Sydbank A/S
0.57
TP ICAP GROUP PLC
0.57
Evonik Industries AG
0.57
As of 07/16/2025
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
9.18
Tencent Holdings Ltd
3.87
Samsung Electronics Co Ltd
1.96
Alibaba Group Holding Ltd Ordinary Shares
1.69
SK Hynix Inc
1.14
China Construction Bank Corp Class H
1.05
Xiaomi Corp Class B
0.96
ICICI Bank Ltd ADR
0.72
HDFC Bank Ltd ADR
0.65
PDD Holdings Inc ADR
0.63
As of 07/17/2025
% of Fund
IFA Emerging Markets Value Index
Reliance Industries Ltd
2.82
China Construction Bank Corp Class H
2.60
Alibaba Group Holding Ltd Ordinary Shares
2.15
SK Hynix Inc
1.74
Hon Hai Precision Industry Co Ltd
1.74
Axis Bank Ltd
1.39
Industrial And Commercial Bank Of China Ltd Class H
1.36
JD.com Inc Ordinary Shares - Class A
1.19
Ping An Insurance (Group) Co. of China Ltd Class H
1.18
Saudi National Bank
0.99
As of 05/31/2025
% of Fund
IFA Emerging Markets Small Cap Index
Harmony Gold Mining Co Ltd ADR
0.48
Industrias Ch SAB de CV Class B
0.42
CSPC Pharmaceutical Group Ltd
0.37
3SBio Inc Shs Unitary 144A/Reg S
0.36
Qifu Technology Inc ADR
0.35
Li Ning Co Ltd
0.34
Grupa Kety SA
0.33
Embraer SA
0.31
Tongcheng Travel Holdings Ltd
0.29
Kingsoft Corp Ltd
0.29
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
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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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