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Top Ten Holdings for IFA Indexes

As of 07/28/2026
% of Fund
IFA US Large Company Index
Apple Inc
7.16
NVIDIA Corp
6.68
Microsoft Corp
4.26
Amazon.com Inc
3.28
Alphabet Inc Class A
2.83
Broadcom Inc
2.60
Alphabet Inc Class C
2.33
Meta Platforms Inc Class A
1.91
Eli Lilly and Co
1.43
JPMorgan Chase & Co
1.40
As of 07/28/2026
% of Fund
IFA US Large Cap Value Index
JPMorgan Chase & Co
4.91
ExxonMobil Holdings Corp
3.52
Amazon.com Inc
3.37
Johnson & Johnson
2.48
Micron Technology Inc
2.30
Berkshire Hathaway Inc Class B
1.80
Chevron Corp
1.78
UnitedHealth Group Inc
1.58
Merck & Co Inc
1.33
Procter & Gamble Co
1.31
As of 07/28/2026
% of Fund
IFA US Small Cap Index
Jazz Pharmaceuticals PLC
0.28
HF Sinclair Corp
0.28
BorgWarner Inc
0.25
Elanco Animal Health Inc
0.25
WESCO International Inc
0.24
Applied Industrial Technologies Inc
0.24
Invesco Ltd
0.23
Charles River Laboratories International Inc
0.23
Pinnacle Financial Partners Inc
0.22
Moog Inc Class A
0.22
As of 07/29/2026
% of Fund
IFA US Small Cap Value Index
BAE Systems PLC
14.42
Rheinmetall AG
11.05
Saab AB Class B
9.72
Rolls-Royce Holdings PLC
9.65
Thales
9.42
Safran SA
9.38
Leonardo SpA Az nom Post raggruppamento
8.99
Airbus SE
6.47
Kongsberg Gruppen ASA
3.26
Babcock International Group PLC
2.82
As of 07/28/2026
% of Fund
IFA Global REIT Index
Welltower Inc
8.34
Prologis Inc
6.66
Equinix Inc
4.95
American Tower Corp
3.88
Simon Property Group Inc
3.73
Digital Realty Trust Inc
3.43
Realty Income Corp
2.97
Public Storage
2.68
Ventas Inc
2.31
Goodman Group
2.13
As of 07/28/2026
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
3.06
TotalEnergies SE
2.01
Banco Santander SA
1.95
Toyota Motor Corp
1.74
HSBC Holdings PLC ADR
1.27
Basf SE
1.19
The Toronto-Dominion Bank
1.08
Suncor Energy Inc
1.04
Sumitomo Mitsui Financial Group Inc
1.03
Societe Generale SA
1.02
As of 07/28/2026
% of Fund
IFA International Small Company Index
Telecom Italia SpA
0.51
Qiagen NV
0.41
VAT Group AG
0.41
Mercari Inc
0.38
Bawag Group AG Ordinary Shares
0.38
Shibaura Mechatronics Corp
0.36
Finning International Inc
0.33
Swiss Prime Site AG
0.32
Dpm Metals Inc
0.32
Orion Oyj Class B
0.31
As of 07/28/2026
% of Fund
IFA International Small Cap Value Index
Swiss Prime Site AG
0.90
Carrefour
0.77
Syensqo SA
0.66
Fresenius Medical Care AG
0.65
Kingfisher PLC
0.63
Eldorado Gold Corp
0.63
Alstom SA
0.61
Adecco Group AG
0.60
Whitecap Resources Inc
0.56
Evonik Industries AG
0.56
As of 07/23/2026
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
12.78
Samsung Electronics Co Ltd
5.06
SK hynix Inc
4.93
Tencent Holdings Ltd
2.40
Alibaba Group Holding Ltd Ordinary Shares
1.18
MediaTek Inc
1.06
Hon Hai Precision Industry Co Ltd
0.81
China Construction Bank Corp Class H
0.73
Samsung Electronics Co Ltd DR
0.72
Delta Electronics Inc
0.72
As of 07/23/2026
% of Fund
IFA Emerging Markets Value Index
SK hynix Inc
6.23
China Construction Bank Corp Class H
2.02
Reliance Industries Ltd
1.75
Hon Hai Precision Industry Co Ltd
1.73
Samsung Electronics Co Ltd DR
1.49
MediaTek Inc
1.28
Industrial And Commercial Bank Of China Ltd Class H
1.24
Alibaba Group Holding Ltd Ordinary Shares
1.17
Samsung Electronics Co Ltd
1.08
As of 05/31/2026
% of Fund
IFA Emerging Markets Small Cap Index
Chipbond Technology Corp
0.49
Kingboard Laminates Holdings Ltd
0.49
Kingboard Holdings Ltd
0.48
Industrias Ch SAB de CV Class B
0.44
Grupa Kety SA
0.43
Harmony Gold Mining Co Ltd ADR
0.37
China Gold International Resources Corp Ltd
0.35
InnoDisk Corp
0.34
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.
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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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