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Risk & Return
Matching People With PortfoliosTop Ten Holdings for IFA Indexes
As of 01/07/2026
% of Fund
IFA US Large Company Index
NVIDIA Corp
7.16
Apple Inc
5.98
Microsoft Corp
5.30
Amazon.com Inc
3.62
Alphabet Inc Class A
2.85
Alphabet Inc Class C
2.51
Broadcom Inc
2.40
Meta Platforms Inc Class A
2.20
Tesla Inc
1.97
Berkshire Hathaway Inc Class B
1.43
As of 01/07/2026
% of Fund
IFA US Large Cap Value Index
JPMorgan Chase & Co
4.70
Exxon Mobil Corp
3.42
Johnson & Johnson
2.51
Micron Technology Inc
2.26
Chevron Corp
1.94
Cisco Systems Inc
1.90
Berkshire Hathaway Inc Class B
1.88
UnitedHealth Group Inc
1.87
Morgan Stanley
1.34
Wells Fargo & Co
1.27
As of 01/07/2026
% of Fund
IFA US Small Cap Index
Kratos Defense & Security Solutions Inc
0.32
Pinnacle Financial Partners Inc
0.31
Hecla Mining Co
0.31
Alcoa Corp
0.31
Roivant Sciences Ltd Ordinary Shares
0.30
Albemarle Corp
0.29
Amkor Technology Inc
0.29
Mueller Industries Inc
0.29
Huntington Ingalls Industries Inc
0.26
MACOM Technology Solutions Holdings Inc
0.26
As of 01/08/2026
% of Fund
IFA US Small Cap Value Index
BAE Systems PLC
14.11
Rheinmetall AG
14.05
Leonardo SpA Az nom Post raggruppamento
11.69
Saab AB Class B
9.36
Thales
9.32
Rolls-Royce Holdings PLC
8.66
Safran SA
5.27
Airbus SE
5.16
Babcock International Group PLC
3.21
Hexagon AB ADR
2.74
As of 01/07/2026
% of Fund
IFA Global REIT Index
Welltower Inc
7.05
Prologis Inc
6.53
American Tower Corp
4.40
Equinix Inc
4.22
Simon Property Group Inc
3.33
Digital Realty Trust Inc
2.94
Realty Income Corp
2.92
Public Storage
2.31
Goodman Group
2.29
Crown Castle Inc
2.05
As of 01/05/2026
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
2.80
Toyota Motor Corp
2.17
Banco Santander SA
2.11
TotalEnergies SE
1.71
HSBC Holdings PLC ADR
1.29
Societe Generale SA
1.21
Zurich Insurance Group AG
1.14
Basf SE
1.13
BP PLC ADR
1.09
The Toronto-Dominion Bank
1.01
As of 01/05/2026
% of Fund
IFA International Small Company Index
Helvetia Baloise Holding AG
0.62
VAT Group AG
0.45
Bawag Group AG Ordinary Shares
0.38
Shibaura Mechatronics Corp
0.38
Alstom SA
0.37
Hudbay Minerals Inc
0.37
Iamgold Corp
0.35
Finning International Inc
0.34
Mercari Inc
0.33
Rexel SA
0.33
As of 01/05/2026
% of Fund
IFA International Small Cap Value Index
Hudbay Minerals Inc
0.96
Alstom SA
0.89
Telecom Italia SpA
0.85
Eldorado Gold Corp
0.81
Banca Monte dei Paschi di Siena
0.79
Carrefour
0.71
Swiss Prime Site AG
0.70
KION GROUP AG
0.68
Lion Finance Group PLC
0.64
Renault SA
0.62
As of 01/06/2026
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
10.91
Tencent Holdings Ltd
4.07
Samsung Electronics Co Ltd
3.07
SK Hynix Inc
2.28
Alibaba Group Holding Ltd Ordinary Shares
1.93
China Construction Bank Corp Class H
0.80
Meituan Class B
0.71
PDD Holdings Inc ADR
0.68
Hon Hai Precision Industry Co Ltd
0.68
Alibaba Group Holding Ltd ADR
0.60
As of 01/07/2026
% of Fund
IFA Emerging Markets Value Index
SK Hynix Inc
3.67
Reliance Industries Ltd
2.43
Alibaba Group Holding Ltd Ordinary Shares
2.24
China Construction Bank Corp Class H
2.05
Hon Hai Precision Industry Co Ltd
2.01
Ping An Insurance (Group) Co. of China Ltd Class H
1.67
Axis Bank Ltd
1.23
Industrial And Commercial Bank Of China Ltd Class H
1.20
Samsung Electronics Co Ltd DR
1.03
Hyundai Motor Co
0.92
As of 11/30/2025
% of Fund
IFA Emerging Markets Small Cap Index
3SBio Inc Shs Unitary 144A/Reg S
0.56
Harmony Gold Mining Co Ltd ADR
0.52
Hua Hong Semiconductor Ltd Shs Unitary 144A/Reg S
0.49
Embraer SA
0.40
Industrias Ch SAB de CV Class B
0.40
Zhaojin Mining Industry Co Ltd Class H
0.36
China Gold International Resources Corp Ltd
0.36
Grupa Kety SA
0.35
Li Ning Co Ltd
0.35
Fortis Healthcare 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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