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Top Ten Holdings
Index Calculator
Capitalism, Inc.Top Ten Holdings for IFA Indexes
As of 09/04/2025
% of Fund
IFA US Large Company Index
NVIDIA Corp
6.92
Microsoft Corp
5.94
Apple Inc
5.89
Amazon.com Inc
3.72
Meta Platforms Inc Class A
2.69
Broadcom Inc
2.26
Alphabet Inc Class A
2.18
Alphabet Inc Class C
1.94
Tesla Inc
1.63
Berkshire Hathaway Inc Class B
1.59
As of 09/04/2025
% of Fund
IFA US Large Cap Value Index
JPMorgan Chase & Co
4.75
Exxon Mobil Corp
3.82
Johnson & Johnson
2.37
Chevron Corp
2.28
Berkshire Hathaway Inc Class B
1.97
Cisco Systems Inc
1.94
UnitedHealth Group Inc
1.77
AT&T Inc
1.34
Verizon Communications Inc
1.30
Linde PLC
1.29
As of 09/04/2025
% of Fund
IFA US Small Cap Index
Ciena Corp
0.26
Mueller Industries Inc
0.25
Ensign Group Inc
0.25
SouthState Corp
0.25
Kratos Defense & Security Solutions Inc
0.24
Acuity Inc
0.24
Applied Industrial Technologies Inc
0.24
Wintrust Financial Corp
0.23
UMB Financial Corp
0.23
Hasbro Inc
0.23
As of 09/04/2025
% of Fund
IFA US Small Cap Value Index
Rheinmetall AG
15.89
BAE Systems PLC
13.35
Leonardo SpA Az nom Post raggruppamento
10.54
Rolls-Royce Holdings PLC
10.26
Saab AB Class B
8.34
Thales
7.87
Safran SA
5.55
Airbus SE
5.46
Kongsberg Gruppen ASA
2.98
MTU Aero Engines AG
2.70
As of 09/01/2025
% of Fund
IFA Global REIT Index
Welltower Inc
6.06
Prologis Inc
5.77
American Tower Corp
5.22
Equinix Inc
4.22
Simon Property Group Inc
3.22
Digital Realty Trust Inc
3.09
Realty Income Corp
2.93
Public Storage
2.54
Goodman Group
2.48
Crown Castle Inc
2.37
As of 08/29/2025
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
3.15
Toyota Motor Corp
1.88
TotalEnergies SE
1.81
Banco Santander SA
1.65
Zurich Insurance Group AG
1.34
HSBC Holdings PLC ADR
1.26
Basf SE
1.25
The Toronto-Dominion Bank
1.18
Barrick Mining Corp
1.09
Deutsche Bank AG
1.06
As of 09/01/2025
% of Fund
IFA International Small Company Index
Baloise Holding AG
0.35
Belimo Holding AG
0.35
Bawag Group AG Ordinary Shares
0.35
Orion Oyj Class B
0.34
Qiagen NV
0.34
Banca Monte dei Paschi di Siena
0.32
Swissquote Group Holding SA
0.31
GEA Group AG
0.30
thyssenkrupp AG
0.30
Shibaura Mechatronics Corp
0.30
As of 08/29/2025
% of Fund
IFA International Small Cap Value Index
Banca Monte dei Paschi di Siena
0.80
Alstom SA
0.72
Iamgold Corp
0.67
Hudbay Minerals Inc
0.63
Swiss Prime Site AG
0.62
Lion Finance Group PLC
0.61
Eldorado Gold Corp
0.61
Sydbank A/S
0.57
Carrefour
0.56
As of 09/04/2025
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
8.82
Tencent Holdings Ltd
4.37
Samsung Electronics Co Ltd
2.06
Alibaba Group Holding Ltd Ordinary Shares
1.87
SK Hynix Inc
1.00
China Construction Bank Corp Class H
0.93
Xiaomi Corp Class B
0.88
PDD Holdings Inc ADR
0.77
Hon Hai Precision Industry Co Ltd
0.69
ICICI Bank Ltd ADR
0.67
As of 09/01/2025
% of Fund
IFA Emerging Markets Value Index
Reliance Industries Ltd
2.51
China Construction Bank Corp Class H
2.34
Alibaba Group Holding Ltd Ordinary Shares
2.16
Hon Hai Precision Industry Co Ltd
2.03
SK Hynix Inc
1.68
Ping An Insurance (Group) Co. of China Ltd Class H
1.30
Industrial And Commercial Bank Of China Ltd Class H
1.29
Axis Bank Ltd
1.20
JD.com Inc Ordinary Shares - Class A
1.09
Saudi National Bank
0.87
As of 05/31/2025
% of Fund
IFA Emerging Markets Small Cap Index
Harmony Gold Mining Co Ltd ADR
0.48
Industrias Ch SAB de CV Class B
0.42
CSPC Pharmaceutical Group Ltd
0.37
3SBio Inc Shs Unitary 144A/Reg S
0.36
Qifu Technology Inc ADR
0.35
Li Ning Co Ltd
0.34
Grupa Kety SA
0.33
Embraer SA
0.31
Tongcheng Travel Holdings Ltd
0.29
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
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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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