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Top Ten Holdings
Index Calculator
Capitalism, Inc.Top Ten Holdings for IFA Indexes
As of 09/11/2025
% of Fund
IFA US Large Company Index
NVIDIA Corp
7.02
Microsoft Corp
5.78
Apple Inc
5.57
Amazon.com Inc
3.59
Meta Platforms Inc Class A
2.66
Broadcom Inc
2.62
Alphabet Inc Class A
2.23
Alphabet Inc Class C
1.98
Tesla Inc
1.77
Berkshire Hathaway Inc Class B
1.53
As of 09/11/2025
% of Fund
IFA US Large Cap Value Index
JPMorgan Chase & Co
4.73
Exxon Mobil Corp
3.75
Johnson & Johnson
2.34
Chevron Corp
2.24
UnitedHealth Group Inc
2.00
Berkshire Hathaway Inc Class B
1.92
Cisco Systems Inc
1.92
AT&T Inc
1.33
Linde PLC
1.30
Verizon Communications Inc
1.29
As of 09/09/2025
% of Fund
IFA US Small Cap Index
Ciena Corp
0.29
Mueller Industries Inc
0.25
Kratos Defense & Security Solutions Inc
0.25
Ensign Group Inc
0.24
Sterling Infrastructure Inc
0.24
SouthState Bank Corp
0.24
Applied Industrial Technologies Inc
0.24
Acuity Inc
0.24
InterDigital Inc
0.23
Carpenter Technology Corp
0.23
As of 09/12/2025
% of Fund
IFA US Small Cap Value Index
Rheinmetall AG
16.23
BAE Systems PLC
13.99
Rolls-Royce Holdings PLC
10.19
Leonardo SpA Az nom Post raggruppamento
10.16
Thales
8.16
Saab AB Class B
8.01
Airbus SE
5.46
Safran SA
5.36
Kongsberg Gruppen ASA
2.97
Hexagon AB ADR
2.57
As of 09/11/2025
% of Fund
IFA Global REIT Index
Welltower Inc
6.08
Prologis Inc
5.80
American Tower Corp
4.99
Equinix Inc
4.25
Simon Property Group Inc
3.25
Digital Realty Trust Inc
3.19
Realty Income Corp
2.97
Public Storage
2.52
Goodman Group
2.45
Crown Castle Inc
2.27
As of 09/05/2025
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
3.03
Toyota Motor Corp
2.04
TotalEnergies SE
1.76
Banco Santander SA
1.67
Zurich Insurance Group AG
1.30
HSBC Holdings PLC ADR
1.26
Basf SE
1.23
The Toronto-Dominion Bank
1.14
Barrick Mining Corp
1.10
Deutsche Bank AG
1.04
As of 09/05/2025
% of Fund
IFA International Small Company Index
Bawag Group AG Ordinary Shares
0.35
Qiagen NV
0.35
Baloise Holding AG
0.34
Orion Oyj Class B
0.33
Belimo Holding AG
0.33
thyssenkrupp AG
0.32
GEA Group AG
0.31
Swissquote Group Holding SA
0.31
Banca Monte dei Paschi di Siena
0.30
Swiss Prime Site AG
0.28
As of 09/05/2025
% of Fund
IFA International Small Cap Value Index
Banca Monte dei Paschi di Siena
0.74
Alstom SA
0.72
Iamgold Corp
0.71
Hudbay Minerals Inc
0.67
Eldorado Gold Corp
0.66
Swiss Prime Site AG
0.62
Telecom Italia SpA
0.61
Carrefour
0.60
Lion Finance Group PLC
0.59
Evonik Industries AG
0.56
As of 09/05/2025
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
8.89
Tencent Holdings Ltd
4.41
Samsung Electronics Co Ltd
2.02
Alibaba Group Holding Ltd Ordinary Shares
1.88
SK Hynix Inc
1.02
China Construction Bank Corp Class H
0.92
Xiaomi Corp Class B
0.88
PDD Holdings Inc ADR
0.77
Hon Hai Precision Industry Co Ltd
0.70
Meituan Class B
0.67
As of 09/05/2025
% of Fund
IFA Emerging Markets Value Index
Reliance Industries Ltd
2.51
Alibaba Group Holding Ltd Ordinary Shares
2.43
China Construction Bank Corp Class H
2.36
Hon Hai Precision Industry Co Ltd
2.03
SK Hynix Inc
1.69
Industrial And Commercial Bank Of China Ltd Class H
1.27
Ping An Insurance (Group) Co. of China Ltd Class H
1.26
Axis Bank Ltd
1.20
JD.com Inc Ordinary Shares - Class A
1.12
Bank Of China Ltd Class H
0.87
As of 07/31/2025
% of Fund
IFA Emerging Markets Small Cap Index
3SBio Inc Shs Unitary 144A/Reg S
0.58
CSPC Pharmaceutical Group Ltd
0.43
Industrias Ch SAB de CV Class B
0.39
Embraer SA
0.37
Harmony Gold Mining Co Ltd ADR
0.36
GDS Holdings Ltd Class A
0.34
Li Ning Co Ltd
0.34
Grupa Kety SA
0.32
Fortis Healthcare Ltd
0.31
Kingsoft Corp Ltd
0.29
Overview
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Risk and Return Data
2
SPIEs
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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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