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 CapacityAssessment
Wealth Management
Retirement Plans
Institutional
Taxes
Financial Calculators ▾
Open an Account
Schedule a Meeting
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 08/11/2025
% of Fund
IFA US Large Company Index
NVIDIA Corp
7.52
Microsoft Corp
6.24
Apple Inc
5.74
Amazon.com Inc
3.58
Meta Platforms Inc Class A
2.81
Broadcom Inc
2.30
Alphabet Inc Class A
1.93
Alphabet Inc Class C
1.72
Tesla Inc
1.66
Berkshire Hathaway Inc Class B
1.45
As of 08/11/2025
% of Fund
IFA US Large Cap Value Index
JPMorgan Chase & Co
4.74
Exxon Mobil Corp
3.76
Johnson & Johnson
2.41
Chevron Corp
2.38
Cisco Systems Inc
2.10
Berkshire Hathaway Inc Class B
1.87
UnitedHealth Group Inc
1.49
Linde PLC
1.32
Verizon Communications Inc
1.32
AT&T Inc
1.32
As of 08/11/2025
% of Fund
IFA US Small Cap Index
Sprouts Farmers Market Inc
0.42
Fabrinet
0.32
MP Materials Corp Ordinary Shares - Class A
0.28
Kratos Defense & Security Solutions Inc
0.26
Carpenter Technology Corp
0.25
Ensign Group Inc
0.25
Mueller Industries Inc
0.25
Applied Industrial Technologies Inc
0.24
Sterling Infrastructure Inc
0.24
Hasbro Inc
0.24
As of 08/11/2025
% of Fund
IFA US Small Cap Value Index
Invesco Ltd
0.73
Webster Financial Corp
0.72
BorgWarner Inc
0.72
Elanco Animal Health Inc
0.67
Oshkosh Corp
0.67
WESCO International Inc
0.66
HF Sinclair Corp
0.66
Mohawk Industries Inc
0.64
Lithia Motors Inc Class A
0.62
Taylor Morrison Home Corp
0.60
As of 08/11/2025
% of Fund
IFA Global REIT Index
Welltower Inc
6.21
American Tower Corp
5.45
Prologis Inc
5.45
Equinix Inc
4.29
Digital Realty Trust Inc
3.21
Simon Property Group Inc
3.04
Realty Income Corp
2.92
Goodman Group
2.62
Crown Castle Inc
2.55
Public Storage
2.49
As of 08/08/2025
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
3.13
TotalEnergies SE
1.81
Toyota Motor Corp
1.62
Banco Santander SA
1.58
Zurich Insurance Group AG
1.31
Basf SE
1.27
HSBC Holdings PLC ADR
1.27
The Toronto-Dominion Bank
1.18
Deutsche Bank AG
1.12
Swiss Re AG
1.08
As of 08/08/2025
% of Fund
IFA International Small Company Index
Belimo Holding AG
0.38
Qiagen NV
0.37
Bawag Group AG Ordinary Shares
0.36
Swissquote Group Holding SA
0.34
Orion Oyj Class B
0.34
Baloise Holding AG
0.34
thyssenkrupp AG
0.33
SPIE SA
0.33
Banca Monte dei Paschi di Siena
0.33
As of 08/08/2025
% of Fund
IFA International Small Cap Value Index
Banca Monte dei Paschi di Siena
0.84
Alstom SA
0.76
Lion Finance Group PLC
0.67
Swiss Prime Site AG
0.65
BPER Banca SpA
0.65
Sydbank A/S
0.59
Carrefour
0.58
Bellway PLC
0.57
Eldorado Gold Corp
0.56
Evonik Industries AG
0.55
As of 08/08/2025
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
9.26
Tencent Holdings Ltd
4.14
Samsung Electronics Co Ltd
2.14
Alibaba Group Holding Ltd Ordinary Shares
1.70
China Construction Bank Corp Class H
0.97
SK Hynix Inc
0.97
Xiaomi Corp Class B
0.85
PDD Holdings Inc ADR
0.72
ICICI Bank Ltd ADR
0.70
Hon Hai Precision Industry Co Ltd
0.69
As of 08/08/2025
% of Fund
IFA Emerging Markets Value Index
Reliance Industries Ltd
2.56
China Construction Bank Corp Class H
2.47
Alibaba Group Holding Ltd Ordinary Shares
2.19
Hon Hai Precision Industry Co Ltd
2.01
SK Hynix Inc
1.63
Industrial And Commercial Bank Of China Ltd Class H
1.37
Ping An Insurance (Group) Co. of China Ltd Class H
1.24
Axis Bank Ltd
1.23
JD.com Inc Ordinary Shares - Class A
1.15
Bank Of China Ltd Class H
0.93
As of 06/30/2025
% of Fund
IFA Emerging Markets Small Cap Index
3SBio Inc Shs Unitary 144A/Reg S
0.43
Industrias Ch SAB de CV Class B
0.40
Harmony Gold Mining Co Ltd ADR
0.39
Embraer SA
0.37
Qfin Holdings Inc ADR
0.35
Li Ning Co Ltd
0.34
Grupa Kety SA
0.34
CSPC Pharmaceutical Group Ltd
0.34
Kingsoft Corp Ltd
0.34
Fortis Healthcare Ltd
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