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Top Ten Holdings
Index Calculator
Capitalism, Inc.Top Ten Holdings for IFA Indexes
As of 08/13/2025
% of Fund
IFA US Large Company Index
NVIDIA Corp
7.38
Microsoft Corp
6.12
Apple Inc
5.80
Amazon.com Inc
3.58
Meta Platforms Inc Class A
2.82
Broadcom Inc
2.30
Alphabet Inc Class A
1.91
Alphabet Inc Class C
1.71
Tesla Inc
1.64
Berkshire Hathaway Inc Class B
1.47
As of 08/13/2025
% of Fund
IFA US Large Cap Value Index
JPMorgan Chase & Co
4.64
Exxon Mobil Corp
3.73
Johnson & Johnson
2.36
Chevron Corp
2.35
Cisco Systems Inc
2.04
Berkshire Hathaway Inc Class B
1.88
UnitedHealth Group Inc
1.57
Verizon Communications Inc
1.31
Linde PLC
1.31
AT&T Inc
1.30
As of 08/13/2025
% of Fund
IFA US Small Cap Index
Sprouts Farmers Market Inc
0.40
Fabrinet
0.31
MP Materials Corp Ordinary Shares - Class A
0.27
Kratos Defense & Security Solutions Inc
0.26
Ensign Group Inc
0.25
Mueller Industries Inc
0.25
Carpenter Technology Corp
0.24
Applied Industrial Technologies Inc
0.24
Hasbro Inc
0.23
SouthState Corp
0.23
As of 08/13/2025
% of Fund
IFA US Small Cap Value Index
BorgWarner Inc
0.73
Invesco Ltd
0.72
Webster Financial Corp
0.72
Mohawk Industries Inc
0.67
Oshkosh Corp
0.66
WESCO International Inc
0.66
Elanco Animal Health Inc
0.66
HF Sinclair Corp
0.65
Lithia Motors Inc Class A
0.63
Taylor Morrison Home Corp
0.61
As of 08/13/2025
% of Fund
IFA Global REIT Index
Welltower Inc
5.96
Prologis Inc
5.49
American Tower Corp
5.34
Equinix Inc
4.28
Digital Realty Trust Inc
3.17
Simon Property Group Inc
3.14
Realty Income Corp
2.92
Goodman Group
2.61
Public Storage
2.50
Crown Castle Inc
2.47
As of 08/13/2025
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
3.15
TotalEnergies SE
1.78
Toyota Motor Corp
1.66
Banco Santander SA
1.64
Zurich Insurance Group AG
1.34
HSBC Holdings PLC ADR
1.29
Basf SE
1.26
The Toronto-Dominion Bank
1.18
Deutsche Bank AG
1.10
Swiss Re AG
1.07
As of 08/12/2025
% of Fund
IFA International Small Company Index
Qiagen NV
0.38
Belimo Holding AG
0.37
Bawag Group AG Ordinary Shares
0.36
Orion Oyj Class B
0.34
Baloise Holding AG
0.34
SPIE SA
0.34
Helvetia Holding AG
0.33
Swissquote Group Holding SA
0.33
thyssenkrupp AG
0.33
As of 08/13/2025
% of Fund
IFA International Small Cap Value Index
Banca Monte dei Paschi di Siena
0.84
Alstom SA
0.76
BPER Banca SpA
0.67
Lion Finance Group PLC
0.67
Swiss Prime Site AG
0.64
Sydbank A/S
0.62
Hudbay Minerals Inc
0.60
Carrefour
0.59
Iamgold Corp
0.59
Bellway PLC
0.58
As of 08/13/2025
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
9.26
Tencent Holdings Ltd
4.25
Samsung Electronics Co Ltd
2.12
Alibaba Group Holding Ltd Ordinary Shares
1.77
SK Hynix Inc
1.04
China Construction Bank Corp Class H
0.97
Xiaomi Corp Class B
0.87
PDD Holdings Inc ADR
0.72
Hon Hai Precision Industry Co Ltd
0.69
ICICI Bank Ltd ADR
0.69
As of 08/13/2025
% of Fund
IFA Emerging Markets Value Index
Reliance Industries Ltd
2.55
China Construction Bank Corp Class H
2.46
Alibaba Group Holding Ltd Ordinary Shares
2.29
Hon Hai Precision Industry Co Ltd
2.01
SK Hynix Inc
1.75
Industrial And Commercial Bank Of China Ltd Class H
1.35
Ping An Insurance (Group) Co. of China Ltd Class H
1.28
Axis Bank Ltd
1.23
JD.com Inc Ordinary Shares - Class A
1.18
Bank Of China Ltd Class H
0.92
As of 06/30/2025
% of Fund
IFA Emerging Markets Small Cap Index
3SBio Inc Shs Unitary 144A/Reg S
0.43
Industrias Ch SAB de CV Class B
0.40
Harmony Gold Mining Co Ltd ADR
0.39
Embraer SA
0.37
Qfin Holdings Inc ADR
0.35
Li Ning Co Ltd
0.34
Grupa Kety SA
0.34
CSPC Pharmaceutical Group Ltd
0.34
Kingsoft Corp Ltd
0.34
Fortis Healthcare Ltd
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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