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IFA Index Portfolio 100 IFA Index Portfolio 35

Moderately Conservative: Suitable for investors who have 6 years before needing approximately 20% of their investments and are willing to accept a moderately conservative degree of risk to achieve 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.

IFA Avantis ETF Portfolio 35 Allocation

General Asset ClassAllocationSpecific Asset ClassFund NameTickerHoldings*Weight Avg Market (millions)*Price to Book*
8.40% US Large4.20%US Large CapAvantis® U.S. Equity ETFAVUS2,003$126,908.643.22
4.20%US Large CapAvantis® US Large Cap Value ETFAVLV299$78,476.632.87
14.00% US Small7.00%US Small CapAvantis® US Small Cap Equity ETFAVSC1,289$1,247.871.25
7.00%US Small CapAvantis® U.S. Small Cap Value ETFAVUV797$2,233.701.12
1.75% Real Estate1.75%Global Real EstateAvantis® Real Estate ETFAVRE321$18,731.421.71
6.30% International2.10%International ValueAvantis® International Large Cap Val ETFAVIV579$32,133.491.37
2.10%International Small CapAvantis International Small Cp Eq ETFAVDS2,849$1,606.501.18
2.10%International Small Cap ValueAvantis® International Small Cap Val ETFAVDV1,456$1,833.720.97
4.55% Emerging Markets1.40%Emerging Markets BlendAvantis® Emerging Markets Equity ETFAVEM3,616$18,074.701.34
1.75%Emerging Markets Small CapAvantis Emerging Markets Small Cap Equity ETFAVEE2,270$1,011.451.09
1.40%Emerging Markets ValueAvantis® Emerging Markets Value ETFAVES1,722$6,988.121.08
65.00% Fixed Income32.50%Investment Grade Fixed IncomeAvantis® Core Fixed Income ETFAVIG670n/an/a
32.50%Short Term Fixed IncomeAvantis® Short-Term Fixed Income ETFAVSF529n/an/a
*Updated as of 6/2/2025