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Pie Chart IconPortfolios OverviewReturns MatrixTop Ten HoldingsIndex CalculatorCapitalism, Inc.

Top Ten Holdings for IFA Indexes

As of 11/12/2025
% of Fund
IFA US Large Company Index
NVIDIA Corp
7.39
Apple Inc
6.36
Microsoft Corp
5.66
Amazon.com Inc
3.70
Alphabet Inc Class A
2.56
Broadcom Inc
2.51
Alphabet Inc Class C
2.26
Meta Platforms Inc Class A
2.07
Tesla Inc
2.03
Berkshire Hathaway Inc Class B
1.46
As of 11/12/2025
% of Fund
IFA US Large Cap Value Index
JPMorgan Chase & Co
4.82
Exxon Mobil Corp
3.72
Johnson & Johnson
2.49
Cisco Systems Inc
2.06
Chevron Corp
2.02
Berkshire Hathaway Inc Class B
1.95
UnitedHealth Group Inc
1.89
Micron Technology Inc
1.66
Morgan Stanley
1.31
Wells Fargo & Co
1.20
As of 11/12/2025
% of Fund
IFA US Small Cap Index
Roivant Sciences Ltd Ordinary Shares
0.31
Carpenter Technology Corp
0.30
Sterling Infrastructure Inc
0.29
Kratos Defense & Security Solutions Inc
0.28
Mueller Industries Inc
0.28
WESCO International Inc
0.28
MACOM Technology Solutions Holdings Inc
0.28
Nextracker Inc Ordinary Shares - Class A
0.26
Ensign Group Inc
0.25
Huntington Ingalls Industries Inc
0.25
As of 11/13/2025
% of Fund
IFA US Small Cap Value Index
Rheinmetall AG
14.74
BAE Systems PLC
14.15
Leonardo SpA Az nom Post raggruppamento
11.22
Thales
9.17
Rolls-Royce Holdings PLC
8.54
Saab AB Class B
8.44
Airbus SE
5.63
Safran SA
5.56
Hexagon AB ADR
3.13
Babcock International Group PLC
2.83
As of 11/11/2025
% of Fund
IFA Global REIT Index
Welltower Inc
6.98
Prologis Inc
6.36
American Tower Corp
4.71
Equinix Inc
4.37
Simon Property Group Inc
3.30
Digital Realty Trust Inc
3.13
Realty Income Corp
2.84
Public Storage
2.38
Crown Castle Inc
2.24
Goodman Group
2.22
As of 11/11/2025
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
3.17
Toyota Motor Corp
2.06
Banco Santander SA
1.84
TotalEnergies SE
1.77
HSBC Holdings PLC ADR
1.27
Zurich Insurance Group AG
1.19
Basf SE
1.16
The Toronto-Dominion Bank
1.15
Barrick Mining Corp
1.06
Swiss Re AG
1.03
As of 11/11/2025
% of Fund
IFA International Small Company Index
Baloise Holding AG
0.37
Shibaura Mechatronics Corp
0.37
Bawag Group AG Ordinary Shares
0.34
Finning International Inc
0.34
Namura Shipbuilding Co Ltd
0.33
Equinox Gold Corp Ordinary Shares Class A
0.33
Capital Power Corp
0.33
VAT Group AG
0.33
Alstom SA
0.32
Hudbay Minerals Inc
0.31
As of 11/10/2025
% of Fund
IFA International Small Cap Value Index
Hudbay Minerals Inc
0.84
Alstom SA
0.78
Banca Monte dei Paschi di Siena
0.77
Telecom Italia SpA
0.71
Carrefour
0.70
Swiss Prime Site AG
0.68
Eldorado Gold Corp
0.67
The Swatch Group AG Bearer Shares
0.62
Lion Finance Group PLC
0.62
KION GROUP AG
0.60
As of 11/11/2025
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
10.00
Tencent Holdings Ltd
4.39
Samsung Electronics Co Ltd
2.41
Alibaba Group Holding Ltd Ordinary Shares
2.19
SK Hynix Inc
2.02
China Construction Bank Corp Class H
0.92
PDD Holdings Inc ADR
0.79
Hon Hai Precision Industry Co Ltd
0.76
Meituan Class B
0.69
Xiaomi Corp Class B
0.65
As of 11/11/2025
% of Fund
IFA Emerging Markets Value Index
SK Hynix Inc
3.21
Alibaba Group Holding Ltd Ordinary Shares
2.61
Reliance Industries Ltd
2.45
China Construction Bank Corp Class H
2.32
Hon Hai Precision Industry Co Ltd
2.18
Ping An Insurance (Group) Co. of China Ltd Class H
1.44
Industrial And Commercial Bank Of China Ltd Class H
1.30
Axis Bank Ltd
1.25
Saudi National Bank
0.87
Bank Of China Ltd Class H
0.85
As of 09/30/2025
% of Fund
IFA Emerging Markets Small Cap Index
3SBio Inc Shs Unitary 144A/Reg S
0.53
Hua Hong Semiconductor Ltd Shs Unitary 144A/Reg S
0.51
Harmony Gold Mining Co Ltd ADR
0.47
Industrias Ch SAB de CV Class B
0.39
Zhaojin Mining Industry Co Ltd Class H
0.38
Embraer SA
0.38
GDS Holdings Ltd Class A
0.37
Li Ning Co Ltd
0.34
CSPC Pharmaceutical Group Ltd
0.34
Grupa Kety SA
0.33
Overview
Risk and Return Data
1
Risk and Return Data
SPIEs
2
SPIEs
Year To Date Returns
3
Year To Date Returns
Risk Return Scatter Plot
4
Risk Return Scatter Plot
Why Diversify? Stocks
5
Why Diversify? Stocks
Histograms of Simulated Experiences
6
Histograms of Simulated Experiences
Monthly Rolling Periods
7
Monthly Rolling Periods
Distribution of Monthly Returns
8
Distribution of Monthly Returns
Positive vs. Negative Returns
9
Positive vs. Negative Returns
High-Median-Low %
10
High-Median-Low %
Index Comparisons
11
Index Comparisons
Index Portfolio Comparisons
12
Index Portfolio Comparisons
Roller Coaster of Risk and Returns
13
Roller Coaster of Risk and Returns
Style Drifters: Asset Classes
14
Style Drifters: Asset Classes
Stock Pickers: Dow Stocks
15
Stock Pickers: Dow Stocks
Style Drifters: Countries
16
Style Drifters: Countries
Risk Return Matrix
Risk Return Matrix
Top Ten Holdings
Top Ten Holdings
IFA Index Calculator
IFA Index Calculator
Capitalism, Inc.
Capitalism, Inc.
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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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