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Top Ten Holdings
Index Calculator
Capitalism, Inc.Top Ten Holdings for IFA Indexes
As of 04/29/2025
% of Fund
IFA US Large Company Index
Apple Inc
6.15
Microsoft Corp
5.36
NVIDIA Corp
5.13
Amazon.com Inc
3.45
Meta Platforms Inc Class A
2.34
Berkshire Hathaway Inc Class B
1.89
Alphabet Inc Class A
1.76
Broadcom Inc
1.65
Tesla Inc
1.63
Alphabet Inc Class C
1.60
As of 04/29/2025
% of Fund
IFA US Large Cap Value Index
JPMorgan Chase & Co
4.77
Exxon Mobil Corp
4.15
Berkshire Hathaway Inc Class B
2.52
UnitedHealth Group Inc
2.26
Johnson & Johnson
2.20
Chevron Corp
2.05
Cisco Systems Inc
1.86
AT&T Inc
1.76
Verizon Communications Inc
1.41
Comcast Corp Class A
1.29
As of 04/29/2025
% of Fund
IFA US Small Cap Index
Sprouts Farmers Market Inc
0.57
Carpenter Technology Corp
0.29
United States Steel Corp
0.28
BellRing Brands Inc Class A
0.27
Applied Industrial Technologies Inc
0.25
Beacon Roofing Supply Inc Class A
0.25
Range Resources Corp
0.25
SouthState Corp
0.24
Kyndryl Holdings Inc Ordinary Shares
0.24
Wintrust Financial Corp
0.24
As of 04/29/2025
% of Fund
IFA US Small Cap Value Index
United States Steel Corp
0.88
Lithia Motors Inc Class A
0.66
Webster Financial Corp
0.65
Old National Bancorp
0.65
Post Holdings Inc
0.62
Mohawk Industries Inc
0.62
MGIC Investment Corp
0.61
Taylor Morrison Home Corp
0.61
BorgWarner Inc
0.60
As of 04/29/2025
% of Fund
IFA Global REIT Index
American Tower Corp
5.96
Welltower Inc
5.58
Prologis Inc
5.48
Equinix Inc
4.76
Digital Realty Trust Inc
3.08
Simon Property Group Inc
2.93
Realty Income Corp
2.93
Public Storage
2.65
Crown Castle Inc
2.59
Goodman Group
2.20
As of 04/28/2025
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
3.24
TotalEnergies SE
2.12
Zurich Insurance Group AG
1.46
HSBC Holdings PLC ADR
1.40
The Toronto-Dominion Bank
1.29
Basf SE
1.25
Compagnie de Saint-Gobain SA
1.22
Banco Santander SA
1.21
Toyota Motor Corp
1.20
Novartis AG ADR
1.19
As of 04/28/2025
% of Fund
IFA International Small Company Index
Banca Monte dei Paschi di Siena
0.51
Bawag Group AG Ordinary Shares
0.45
Swissquote Group Holding SA
0.39
Belimo Holding AG
0.37
Orion Oyj Class B
0.36
Unipol Assicurazioni SpA
0.34
PSP Swiss Property AG
0.34
thyssenkrupp AG
0.31
Kesko Oyj Class B
0.30
As of 04/28/2025
% of Fund
IFA International Small Cap Value Index
Banca Monte dei Paschi di Siena
0.90
Swiss Prime Site AG
0.80
Banca Popolare di Sondrio SpA
0.72
Iamgold Corp
0.70
Eldorado Gold Corp
0.65
Bellway PLC
0.62
Lion Finance Group PLC
0.62
TBC Bank Group PLC
0.59
Sydbank A/S
0.58
As of 04/29/2025
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
7.59
Tencent Holdings Ltd
4.07
Alibaba Group Holding Ltd Ordinary Shares
2.03
Samsung Electronics Co Ltd
1.84
China Construction Bank Corp Class H
0.98
Xiaomi Corp Class B
0.91
ICICI Bank Ltd ADR
0.83
SK Hynix Inc
0.76
Meituan Class B
0.76
PDD Holdings Inc ADR
0.71
As of 04/29/2025
% of Fund
IFA Emerging Markets Value Index
Reliance Industries Ltd
3.07
Alibaba Group Holding Ltd Ordinary Shares
2.60
China Construction Bank Corp Class H
2.46
Axis Bank Ltd
1.63
Hon Hai Precision Industry Co Ltd
1.42
Industrial And Commercial Bank Of China Ltd Class H
1.29
SK Hynix Inc
1.28
Ping An Insurance (Group) Co. of China Ltd Class H
1.22
Bank Of China Ltd Class H
1.15
Saudi National Bank
1.11
As of 02/28/2025
% of Fund
IFA Emerging Markets Small Cap Index
Li Ning Co Ltd
0.44
Industrias Ch SAB de CV Class B
0.41
Qifu Technology Inc ADR
0.39
GDS Holdings Ltd Class A
0.39
Kingsoft Corp Ltd
0.37
Harmony Gold Mining Co Ltd ADR
0.35
Embraer SA
0.34
AAC Technologies Holdings Inc
0.32
Abu Dhabi Islamic Bank
0.31
Grupa Kety SA
0.30
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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