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Top Ten Holdings
Index Calculator
Capitalism, Inc.Top Ten Holdings for IFA Indexes
As of 10/29/2025
% of Fund
IFA US Large Company Index
NVIDIA Corp
7.84
Apple Inc
6.24
Microsoft Corp
5.96
Amazon.com Inc
3.45
Broadcom Inc
2.70
Meta Platforms Inc Class A
2.54
Alphabet Inc Class A
2.43
Tesla Inc
2.15
Alphabet Inc Class C
2.15
Berkshire Hathaway Inc Class B
1.37
As of 10/29/2025
% of Fund
IFA US Large Cap Value Index
JPMorgan Chase & Co
4.71
Exxon Mobil Corp
3.84
Johnson & Johnson
2.45
Chevron Corp
2.10
Cisco Systems Inc
2.03
UnitedHealth Group Inc
2.01
Berkshire Hathaway Inc Class B
1.86
Micron Technology Inc
1.56
Morgan Stanley
1.29
Wells Fargo & Co
1.21
As of 10/29/2025
% of Fund
IFA US Small Cap Index
Kratos Defense & Security Solutions Inc
0.34
Sterling Infrastructure Inc
0.31
Carpenter Technology Corp
0.30
Nextracker Inc Ordinary Shares - Class A
0.28
Roivant Sciences Ltd Ordinary Shares
0.28
Rambus Inc
0.27
Mueller Industries Inc
0.27
InterDigital Inc
0.27
Ensign Group Inc
0.26
Elanco Animal Health Inc
0.25
As of 10/30/2025
% of Fund
IFA US Small Cap Value Index
BAE Systems PLC
14.49
Rheinmetall AG
14.31
Leonardo SpA Az nom Post raggruppamento
11.18
Thales
9.19
Rolls-Royce Holdings PLC
8.43
Saab AB Class B
8.11
Airbus SE
5.41
Safran SA
5.33
Hexagon AB ADR
3.11
Kongsberg Gruppen ASA
3.06
As of 10/29/2025
% of Fund
IFA Global REIT Index
Welltower Inc
6.54
Prologis Inc
6.34
American Tower Corp
4.66
Equinix Inc
4.33
Digital Realty Trust Inc
3.16
Simon Property Group Inc
3.15
Realty Income Corp
2.95
Public Storage
2.53
Goodman Group
2.48
Crown Castle Inc
2.24
As of 10/27/2025
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
3.19
Toyota Motor Corp
2.15
TotalEnergies SE
1.76
Banco Santander SA
1.71
Zurich Insurance Group AG
1.23
HSBC Holdings PLC ADR
1.21
Basf SE
1.18
The Toronto-Dominion Bank
1.18
Swiss Re AG
1.05
BP PLC ADR
0.98
As of 10/27/2025
% of Fund
IFA International Small Company Index
Namura Shipbuilding Co Ltd
0.43
Shibaura Mechatronics Corp
0.38
Baloise Holding AG
0.36
Capital Power Corp
0.34
Bawag Group AG Ordinary Shares
0.32
Finning International Inc
0.32
Qiagen NV
0.32
VAT Group AG
0.31
Swissquote Group Holding SA
0.31
Alstom SA
0.31
As of 10/27/2025
% of Fund
IFA International Small Cap Value Index
Alstom SA
0.78
Hudbay Minerals Inc
0.77
Telecom Italia SpA
0.72
Banca Monte dei Paschi di Siena
0.69
Carrefour
0.68
Swiss Prime Site AG
0.67
The Swatch Group AG Bearer Shares
0.63
Sydbank A/S
0.61
Lion Finance Group PLC
0.60
Eldorado Gold Corp
0.59
As of 10/29/2025
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
10.32
Tencent Holdings Ltd
4.30
Samsung Electronics Co Ltd
2.41
Alibaba Group Holding Ltd Ordinary Shares
2.32
SK Hynix Inc
1.84
China Construction Bank Corp Class H
0.86
Hon Hai Precision Industry Co Ltd
0.81
PDD Holdings Inc ADR
0.78
Alibaba Group Holding Ltd ADR
0.71
Meituan Class B
0.67
As of 10/29/2025
% of Fund
IFA Emerging Markets Value Index
SK Hynix Inc
2.95
Alibaba Group Holding Ltd Ordinary Shares
2.78
Reliance Industries Ltd
2.46
Hon Hai Precision Industry Co Ltd
2.32
China Construction Bank Corp Class H
2.19
Ping An Insurance (Group) Co. of China Ltd Class H
1.35
Axis Bank Ltd
1.27
Industrial And Commercial Bank Of China Ltd Class H
1.21
Saudi National Bank
0.91
Bank Of China Ltd Class H
0.81
As of 08/31/2025
% of Fund
IFA Emerging Markets Small Cap Index
3SBio Inc Shs Unitary 144A/Reg S
0.52
Industrias Ch SAB de CV Class B
0.39
Li Ning Co Ltd
0.37
CSPC Pharmaceutical Group Ltd
0.37
United Integrated Services Co Ltd
0.36
Embraer SA
0.35
Harmony Gold Mining Co Ltd ADR
0.35
Hua Hong Semiconductor Ltd Shs Unitary 144A/Reg S
0.35
Grupa Kety SA
0.34
Fortis Healthcare Ltd
0.32
Overview
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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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