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Risk & Return
Matching People With PortfoliosTop Ten Holdings for IFA Indexes
As of 12/16/2025
% of Fund
IFA US Large Company Index
NVIDIA Corp
6.82
Apple Inc
6.42
Microsoft Corp
5.31
Amazon.com Inc
3.38
Alphabet Inc Class A
2.75
Alphabet Inc Class C
2.44
Broadcom Inc
2.42
Tesla Inc
2.29
Meta Platforms Inc Class A
2.25
Berkshire Hathaway Inc Class B
1.46
As of 12/16/2025
% of Fund
IFA US Large Cap Value Index
JPMorgan Chase & Co
4.69
Exxon Mobil Corp
3.43
Johnson & Johnson
2.61
Cisco Systems Inc
2.09
Berkshire Hathaway Inc Class B
1.94
Chevron Corp
1.93
UnitedHealth Group Inc
1.87
Micron Technology Inc
1.59
Morgan Stanley
1.34
Wells Fargo & Co
1.27
As of 12/16/2025
% of Fund
IFA US Small Cap Index
Roivant Sciences Ltd Ordinary Shares
0.32
Hecla Mining Co
0.29
Mueller Industries Inc
0.28
MACOM Technology Solutions Holdings Inc
0.27
Kratos Defense & Security Solutions Inc
0.26
WESCO International Inc
0.26
Huntington Ingalls Industries Inc
0.25
Albemarle Corp
0.25
Elanco Animal Health Inc
0.24
Acuity Inc
0.24
As of 12/17/2025
% of Fund
IFA US Small Cap Value Index
BAE Systems PLC
14.26
Rheinmetall AG
13.67
Leonardo SpA Az nom Post raggruppamento
11.15
Thales
9.34
Rolls-Royce Holdings PLC
8.83
Saab AB Class B
8.39
Safran SA
5.67
Airbus SE
5.51
Babcock International Group PLC
3.16
Hexagon AB ADR
3.12
As of 12/16/2025
% of Fund
IFA Global REIT Index
Welltower Inc
7.09
Prologis Inc
6.58
American Tower Corp
4.69
Equinix Inc
4.14
Simon Property Group Inc
3.33
Realty Income Corp
2.92
Digital Realty Trust Inc
2.86
Public Storage
2.35
Goodman Group
2.21
Crown Castle Inc
2.14
As of 12/15/2025
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
2.78
Toyota Motor Corp
2.17
Banco Santander SA
2.06
TotalEnergies SE
1.72
HSBC Holdings PLC ADR
1.24
The Toronto-Dominion Bank
1.21
Basf SE
1.15
Zurich Insurance Group AG
1.15
Societe Generale SA
1.13
BP PLC ADR
1.10
As of 12/15/2025
% of Fund
IFA International Small Company Index
Helvetia Baloise Holding AG
0.61
VAT Group AG
0.40
Bawag Group AG Ordinary Shares
0.37
Alstom SA
0.36
Shibaura Mechatronics Corp
0.36
Hudbay Minerals Inc
0.35
Iamgold Corp
0.34
Finning International Inc
0.34
As of 12/15/2025
% of Fund
IFA International Small Cap Value Index
Hudbay Minerals Inc
0.88
Alstom SA
0.85
Telecom Italia SpA
0.85
Eldorado Gold Corp
0.78
Banca Monte dei Paschi di Siena
0.75
Carrefour
0.74
Swiss Prime Site AG
0.70
Renault SA
0.67
Lion Finance Group PLC
0.67
As of 12/16/2025
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
9.92
Tencent Holdings Ltd
4.15
Samsung Electronics Co Ltd
2.41
Alibaba Group Holding Ltd Ordinary Shares
2.00
SK Hynix Inc
1.77
China Construction Bank Corp Class H
0.84
Meituan Class B
0.72
Hon Hai Precision Industry Co Ltd
0.68
PDD Holdings Inc ADR
0.65
Alibaba Group Holding Ltd ADR
0.64
As of 12/16/2025
% of Fund
IFA Emerging Markets Value Index
SK Hynix Inc
2.79
Reliance Industries Ltd
2.60
Alibaba Group Holding Ltd Ordinary Shares
2.41
China Construction Bank Corp Class H
2.13
Hon Hai Precision Industry Co Ltd
1.96
Ping An Insurance (Group) Co. of China Ltd Class H
1.61
Industrial And Commercial Bank Of China Ltd Class H
1.26
Axis Bank Ltd
1.24
Vale SA ADR
0.83
Saudi National Bank
0.83
As of 10/31/2025
% of Fund
IFA Emerging Markets Small Cap Index
3SBio Inc Shs Unitary 144A/Reg S
0.54
Hua Hong Semiconductor Ltd Shs Unitary 144A/Reg S
0.51
Harmony Gold Mining Co Ltd ADR
0.43
Embraer SA
0.40
Industrias Ch SAB de CV Class B
0.38
Zhaojin Mining Industry Co Ltd Class H
0.36
Fortis Healthcare Ltd
0.35
Grupa Kety SA
0.33
Li Ning Co Ltd
0.33
China Gold International Resources Corp Ltd
0.32
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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