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
FinPlanSurveys
Wealth Management
Retirement Plans
Institutional
Financial Calculators ▾
Open an Account
Schedule a Meeting
IFA App
Videos ▾
Articles
Charts
Investor Education ▾
IndexPortfolios ▾
FundOptions
Resources▾
About Us ▾
Store
GaltonBoard/Coins ▾
Taxes
Back-testing Disclosures
Index Descriptions
Glossary
Form CRS
Risk & Return
Matching People With PortfoliosTop Ten Holdings for IFA Indexes
As of 11/27/2025
% of Fund
IFA US Large Company Index
NVIDIA Corp
6.91
Apple Inc
6.49
Microsoft Corp
5.41
Amazon.com Inc
3.49
Alphabet Inc Class A
2.87
Broadcom Inc
2.82
Alphabet Inc Class C
2.53
Meta Platforms Inc Class A
2.17
Tesla Inc
2.02
Berkshire Hathaway Inc Class B
1.49
As of 11/27/2025
% of Fund
IFA US Large Cap Value Index
JPMorgan Chase & Co
4.65
Exxon Mobil Corp
3.51
Johnson & Johnson
2.64
Cisco Systems Inc
2.11
Chevron Corp
2.02
Berkshire Hathaway Inc Class B
2.02
UnitedHealth Group Inc
1.88
Micron Technology Inc
1.60
Morgan Stanley
1.31
Wells Fargo & Co
1.20
As of 11/27/2025
% of Fund
IFA US Small Cap Index
Roivant Sciences Ltd Ordinary Shares
0.30
Exact Sciences Corp
0.29
Mueller Industries Inc
0.28
Kratos Defense & Security Solutions Inc
0.27
WESCO International Inc
0.27
MACOM Technology Solutions Holdings Inc
0.27
Ensign Group Inc
0.26
Elanco Animal Health Inc
0.26
Sterling Infrastructure Inc
0.25
As of 11/27/2025
% of Fund
IFA US Small Cap Value Index
BAE Systems PLC
14.23
Rheinmetall AG
13.76
Leonardo SpA Az nom Post raggruppamento
11.09
Thales
9.36
Rolls-Royce Holdings PLC
8.60
Saab AB Class B
8.18
Airbus SE
5.92
Safran SA
5.64
Hexagon AB ADR
3.25
Babcock International Group PLC
2.98
As of 11/27/2025
% of Fund
IFA Global REIT Index
Welltower Inc
7.53
Prologis Inc
6.50
American Tower Corp
4.66
Equinix Inc
4.03
Simon Property Group Inc
3.33
Digital Realty Trust Inc
2.97
Realty Income Corp
2.85
Public Storage
2.36
Crown Castle Inc
2.17
Goodman Group
2.13
As of 11/25/2025
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
3.00
Toyota Motor Corp
2.11
Banco Santander SA
1.97
TotalEnergies SE
1.81
HSBC Holdings PLC ADR
1.23
Basf SE
1.21
Zurich Insurance Group AG
1.17
BP PLC ADR
1.08
Societe Generale SA
1.06
Engie SA
1.00
As of 11/24/2025
% of Fund
IFA International Small Company Index
Baloise Holding AG
0.37
Bawag Group AG Ordinary Shares
0.35
Finning International Inc
0.34
Namura Shipbuilding Co Ltd
0.34
Alstom SA
0.34
VAT Group AG
0.34
Games Workshop Group PLC
0.34
Shibaura Mechatronics Corp
0.33
Equinox Gold Corp Ordinary Shares Class A
0.32
As of 11/24/2025
% of Fund
IFA International Small Cap Value Index
Alstom SA
0.82
Banca Monte dei Paschi di Siena
0.79
Hudbay Minerals Inc
0.79
Telecom Italia SpA
0.72
Carrefour
0.69
Eldorado Gold Corp
0.69
Swiss Prime Site AG
0.68
Lion Finance Group PLC
0.64
The Swatch Group AG Bearer Shares
0.63
As of 11/26/2025
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
9.93
Tencent Holdings Ltd
4.27
Samsung Electronics Co Ltd
2.42
Alibaba Group Holding Ltd Ordinary Shares
2.14
SK Hynix Inc
1.74
China Construction Bank Corp Class H
0.92
Meituan Class B
0.72
Hon Hai Precision Industry Co Ltd
0.71
PDD Holdings Inc ADR
0.68
Alibaba Group Holding Ltd ADR
0.67
As of 11/26/2025
% of Fund
IFA Emerging Markets Value Index
SK Hynix Inc
2.77
Reliance Industries Ltd
2.61
Alibaba Group Holding Ltd Ordinary Shares
2.58
China Construction Bank Corp Class H
2.34
Hon Hai Precision Industry Co Ltd
2.03
Ping An Insurance (Group) Co. of China Ltd Class H
1.42
Axis Bank Ltd
1.34
Industrial And Commercial Bank Of China Ltd Class H
1.33
Bank Of China Ltd Class H
0.89
Vale SA ADR
0.82
As of 09/30/2025
% of Fund
IFA Emerging Markets Small Cap Index
3SBio Inc Shs Unitary 144A/Reg S
0.53
Hua Hong Semiconductor Ltd Shs Unitary 144A/Reg S
0.51
Harmony Gold Mining Co Ltd ADR
0.47
Industrias Ch SAB de CV Class B
0.39
Zhaojin Mining Industry Co Ltd Class H
0.38
Embraer SA
0.38
GDS Holdings Ltd Class A
0.37
Li Ning Co Ltd
0.34
CSPC Pharmaceutical Group Ltd
0.34
Grupa Kety SA
0.33
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