IFA Index Calculator
Retirement Calculator
Target Date Calculator
Retirement Income
College Planning
T-Statistic Calculator
401(k) Calculator
Net Worth
Net Income
Roth IRA Conversion
Fee Calculator
Multi Funds Calculator
MENU
Home
Risk CapacitySurvey
Wealth Management
Retirement Plans
Institutional
Taxes
Financial Calculators ▾
Open an Account
Connect with an Advisor
IFA App
Videos ▾
Articles
Charts
Investor Education ▾
IndexPortfolios ▾
FundOptions
Resources▾
About Us ▾
Store
GaltonBoard
Petition
Back-testing Disclosures
Index Descriptions
Glossary
Form CRS
Returns Matrix
Top Ten Holdings
Index Calculator
Capitalism, Inc.Top Ten Holdings for IFA Indexes
As of 07/03/2025
% of Fund
IFA US Large Company Index
NVIDIA Corp
6.66
Microsoft Corp
6.02
Apple Inc
5.45
Amazon.com Inc
3.65
Meta Platforms Inc Class A
2.67
Broadcom Inc
2.11
Alphabet Inc Class A
1.74
Alphabet Inc Class C
1.56
Tesla Inc
1.56
Berkshire Hathaway Inc Class B
1.51
As of 07/03/2025
% of Fund
IFA US Large Cap Value Index
JPMorgan Chase & Co
4.84
Exxon Mobil Corp
3.86
Johnson & Johnson
2.14
Berkshire Hathaway Inc Class B
2.09
Cisco Systems Inc
2.04
Chevron Corp
1.94
UnitedHealth Group Inc
1.89
AT&T Inc
1.73
Verizon Communications Inc
1.33
Linde PLC
1.28
As of 07/03/2025
% of Fund
IFA US Small Cap Index
Sprouts Farmers Market Inc
0.46
Fabrinet
0.29
Carpenter Technology Corp
0.28
Kyndryl Holdings Inc Ordinary Shares
0.27
SouthState Corp
0.24
Wintrust Financial Corp
0.24
Range Resources Corp
0.24
MACOM Technology Solutions Holdings Inc
0.23
Ensign Group Inc
0.23
Hasbro Inc
0.23
As of 07/03/2025
% of Fund
IFA US Small Cap Value Index
Webster Financial Corp
0.73
Lithia Motors Inc Class A
0.71
BorgWarner Inc
0.64
HF Sinclair Corp
0.63
WESCO International Inc
0.61
MGIC Investment Corp
0.60
Taylor Morrison Home Corp
0.60
Knight-Swift Transportation Holdings Inc Class A
0.60
Old National Bancorp
0.60
First Horizon Corp
0.59
As of 07/03/2025
% of Fund
IFA Global REIT Index
American Tower Corp
5.85
Welltower Inc
5.52
Prologis Inc
5.49
Equinix Inc
4.31
Digital Realty Trust Inc
3.20
Simon Property Group Inc
2.98
Realty Income Corp
2.90
Public Storage
2.61
Goodman Group
2.53
Crown Castle Inc
2.50
As of 07/01/2025
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
3.24
TotalEnergies SE
1.88
Banco Santander SA
1.42
Toyota Motor Corp
1.36
Zurich Insurance Group AG
1.28
The Toronto-Dominion Bank
1.24
Basf SE
1.22
HSBC Holdings PLC ADR
1.22
Compagnie de Saint-Gobain SA
1.10
Novartis AG ADR
1.06
As of 07/01/2025
% of Fund
IFA International Small Company Index
Bawag Group AG Ordinary Shares
0.39
Belimo Holding AG
0.39
Orion Oyj Class B
0.37
PSP Swiss Property AG
0.32
SPIE SA
0.31
Games Workshop Group PLC
0.30
Kesko Oyj Class B
0.29
Unipol Assicurazioni SpA
0.29
LEG Immobilien SE
0.29
As of 07/01/2025
% of Fund
IFA International Small Cap Value Index
Banca Monte dei Paschi di Siena
0.78
Swiss Prime Site AG
0.72
Bellway PLC
0.71
Iamgold Corp
0.70
Alstom SA
0.67
Lion Finance Group PLC
0.66
Banca Popolare di Sondrio SpA
0.63
Persimmon PLC
0.59
Sydbank A/S
0.58
As of 06/30/2025
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
8.81
Tencent Holdings Ltd
3.83
Samsung Electronics Co Ltd
1.89
Alibaba Group Holding Ltd Ordinary Shares
1.66
SK Hynix Inc
1.18
Xiaomi Corp Class B
1.02
China Construction Bank Corp Class H
1.00
ICICI Bank Ltd ADR
0.74
HDFC Bank Ltd ADR
0.67
Meituan Class B
0.65
As of 06/30/2025
% of Fund
IFA Emerging Markets Value Index
Reliance Industries Ltd
2.93
China Construction Bank Corp Class H
2.53
Alibaba Group Holding Ltd Ordinary Shares
2.14
SK Hynix Inc
1.98
Hon Hai Precision Industry Co Ltd
1.75
Axis Bank Ltd
1.47
Industrial And Commercial Bank Of China Ltd Class H
1.40
JD.com Inc Ordinary Shares - Class A
1.24
Ping An Insurance (Group) Co. of China Ltd Class H
1.16
Saudi National Bank
1.00
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
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
HomeTaxesAbout Us
888-643-3133
Contact Us
Newsletter Subscribe
eMoney
IFA Apps
Index Funds Book on Kindle
Index Funds Audiobook
Careers
Facebook
X
LinkedIn
InstagramVideos
YoutubeGlossary
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.
© 1999-2025 Index Fund Advisors, Inc. All Rights Reserved | 19200 Von Karman Ave. Suite 150 Irvine, CA 92612 | 888-643-3133