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Top Ten Holdings for IFA Indexes

As of 10/02/2026
% of Fund
IFA US Large Company Index
NVIDIA Corp
7.59
Apple Inc
6.76
Microsoft Corp
5.41
Amazon.com Inc
3.46
Alphabet Inc Class A
2.82
Broadcom Inc
2.33
Alphabet Inc Class C
2.31
Meta Platforms Inc Class A
2.27
Micron Technology Inc
1.72
Tesla Inc
1.54
As of 10/02/2026
% of Fund
IFA US Large Cap Value Index
Amazon.com Inc
4.55
JPMorgan Chase & Co
4.52
ExxonMobil Holdings Corp
3.79
Meta Platforms Inc Class A
2.38
Johnson & Johnson
2.30
Chevron Corp
1.95
Berkshire Hathaway Inc Class B
1.92
Micron Technology Inc
1.53
UnitedHealth Group Inc
1.44
Linde PLC
1.29
As of 08/31/2026
% of Fund
IFA US Small Cap Index
IES Holdings Inc
0.44
Moog Inc Class A
0.32
Jazz Pharmaceuticals PLC
0.30
TTM Technologies Inc
0.29
InterDigital Inc
0.28
Applied Industrial Technologies Inc
0.28
Hecla Mining Co
0.27
UMB Financial Corp
0.27
Brinker International Inc
0.27
As of 08/31/2026
% of Fund
IFA US Small Cap Value Index
HF Sinclair Corp
0.96
BorgWarner Inc
0.90
Invesco Ltd
0.87
Elanco Animal Health Inc
0.78
Avnet Inc
0.76
Ovintiv Inc
0.73
Arrow Electronics Inc
0.72
Knight-Swift Transportation Holdings Inc Class A
0.72
Darling Ingredients Inc
0.67
As of 10/02/2026
% of Fund
IFA Global REIT Index
Welltower Inc
8.93
Prologis Inc
6.65
Equinix Inc
5.50
American Tower Corp
3.97
Digital Realty Trust Inc
3.59
Simon Property Group Inc
3.53
Realty Income Corp
2.78
Public Storage
2.59
Vivmark Residential
2.36
Ventas Inc
2.34
As of 09/30/2026
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
3.40
TotalEnergies SE
2.12
Banco Santander SA
1.92
Toyota Motor Corp
1.74
Basf SE
1.21
HSBC Holdings PLC ADR
1.17
Sumitomo Mitsui Financial Group Inc
1.08
The Toronto-Dominion Bank
1.01
Bayer AG
1.00
Shell PLC
0.99
As of 09/30/2026
% of Fund
IFA International Small Company Index
VAT Group AG
0.45
Qiagen NV
0.40
Dpm Metals Inc
0.38
Poste Italiane SpA
0.38
Finning International Inc
0.36
thyssenkrupp AG
0.35
Orion Oyj Class B
0.32
Shibaura Mechatronics Corp
0.31
Rexel SA
0.31
Gaztransport et technigaz SA
0.30
As of 09/30/2026
% of Fund
IFA International Small Cap Value Index
Swiss Prime Site AG
0.81
Carrefour
0.76
Mitsubishi Materials Corp
0.72
Syensqo SA
0.67
Evonik Industries AG
0.67
Kingfisher PLC
0.67
Centerra Gold Inc
0.66
B2Gold Corp
0.65
Fresenius Medical Care AG
0.62
Whitecap Resources Inc
0.59
As of 09/29/2026
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
13.41
Samsung Electronics Co Ltd
5.62
SK hynix Inc
4.99
Tencent Holdings Ltd
2.24
MediaTek Inc
1.28
Alibaba Group Holding Ltd Ordinary Shares
1.04
Samsung Electronics Co Ltd DR
0.83
Hon Hai Precision Industry Co Ltd
0.77
China Construction Bank Corp Class H
0.77
Delta Electronics Inc
0.67
As of 09/30/2026
% of Fund
IFA Emerging Markets Value Index
SK hynix Inc
5.70
China Construction Bank Corp Class H
2.26
Hon Hai Precision Industry Co Ltd
1.82
Samsung Electronics Co Ltd DR
1.55
Reliance Industries Ltd
1.54
MediaTek Inc
1.50
Industrial And Commercial Bank Of China Ltd Class H
1.25
Samsung Electronics Co Ltd
1.06
Bank Of China Ltd Class H
0.91
Unimicron Technology Corp
0.85
As of 07/31/2026
% of Fund
IFA Emerging Markets Small Cap Index
Grupa Kety SA
0.47
China Gold International Resources Corp Ltd
0.45
Industrias Ch SAB de CV Class B
0.39
China Mengniu Dairy Co Ltd
0.38
Gek Terna SA
0.33
3SBio Inc Shs Unitary 144A/Reg S
0.32
GDS Holdings Ltd Class A
0.32
China Taiping Insurance Holdings Co Ltd
0.31
Overview
Risk and Return Data
1
Risk and Return Data
SPIEs
2
SPIEs
Year To Date Returns
3
Year To Date Returns
Risk Return Scatter Plot
4
Risk Return Scatter Plot
Why Diversify? Stocks
5
Why Diversify? Stocks
Histograms of Simulated Experiences
6
Histograms of Simulated Experiences
Monthly Rolling Periods
7
Monthly Rolling Periods
Distribution of Monthly Returns
8
Distribution of Monthly Returns
Positive vs. Negative Returns
9
Positive vs. Negative Returns
High-Median-Low %
10
High-Median-Low %
Index Comparisons
11
Index Comparisons
Index Portfolio Comparisons
12
Index Portfolio Comparisons
Roller Coaster of Risk and Returns
13
Roller Coaster of Risk and Returns
Style Drifters: Asset Classes
14
Style Drifters: Asset Classes
Stock Pickers: Dow Stocks
15
Stock Pickers: Dow Stocks
Style Drifters: Countries
16
Style Drifters: Countries
Risk Return Matrix
Risk Return Matrix
Top Ten Holdings
Top Ten Holdings
IFA Index Calculator
IFA Index Calculator
Capitalism, Inc.
Capitalism, Inc.