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Top Ten Holdings
Index Calculator
Capitalism, Inc.Top Ten Holdings for IFA Indexes
As of 10/09/2025
% of Fund
IFA US Large Company Index
NVIDIA Corp
7.47
Apple Inc
6.02
Microsoft Corp
5.89
Amazon.com Inc
3.49
Meta Platforms Inc Class A
2.54
Broadcom Inc
2.47
Alphabet Inc Class A
2.19
Tesla Inc
2.08
Alphabet Inc Class C
1.94
Berkshire Hathaway Inc Class B
1.46
As of 10/09/2025
% of Fund
IFA US Large Cap Value Index
JPMorgan Chase & Co
4.71
Exxon Mobil Corp
3.74
Johnson & Johnson
2.51
Chevron Corp
2.08
UnitedHealth Group Inc
2.07
Cisco Systems Inc
1.99
Berkshire Hathaway Inc Class B
1.93
Micron Technology Inc
1.31
Linde PLC
1.24
Morgan Stanley
1.23
As of 10/09/2025
% of Fund
IFA US Small Cap Index
Kratos Defense & Security Solutions Inc
0.37
Ciena Corp
0.36
Sterling Infrastructure Inc
0.27
Bloom Energy Corp Class A
0.26
Mueller Industries Inc
0.25
MP Materials Corp Ordinary Shares - Class A
0.25
Acuity Inc
0.25
Ensign Group Inc
0.25
InterDigital Inc
0.25
Rambus Inc
0.24
As of 10/10/2025
% of Fund
IFA US Small Cap Value Index
Rheinmetall AG
15.68
BAE Systems PLC
13.76
Leonardo SpA Az nom Post raggruppamento
10.81
Rolls-Royce Holdings PLC
9.96
Thales
8.41
Saab AB Class B
7.66
Airbus SE
5.50
Safran SA
5.43
Kongsberg Gruppen ASA
2.80
Babcock International Group PLC
2.64
As of 10/09/2025
% of Fund
IFA Global REIT Index
Welltower Inc
6.21
Prologis Inc
5.92
American Tower Corp
4.84
Equinix Inc
4.42
Digital Realty Trust Inc
3.32
Simon Property Group Inc
3.26
Realty Income Corp
2.98
Public Storage
2.58
Goodman Group
2.48
Crown Castle Inc
2.34
As of 10/07/2025
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
3.23
Toyota Motor Corp
2.04
Banco Santander SA
1.73
TotalEnergies SE
1.68
HSBC Holdings PLC ADR
1.30
Zurich Insurance Group AG
1.25
Basf SE
1.21
The Toronto-Dominion Bank
1.19
Barrick Mining Corp
1.15
Swiss Re AG
1.05
As of 10/07/2025
% of Fund
IFA International Small Company Index
thyssenkrupp AG
0.40
Shibaura Mechatronics Corp
0.37
Bawag Group AG Ordinary Shares
0.33
Baloise Holding AG
0.33
Qiagen NV
0.33
Capital Power Corp
0.33
Orion Oyj Class B
0.32
Alstom SA
0.31
BE Semiconductor Industries NV
0.31
Equinox Gold Corp Ordinary Shares Class A
0.30
As of 10/07/2025
% of Fund
IFA International Small Cap Value Index
Alstom SA
0.81
Hudbay Minerals Inc
0.80
Iamgold Corp
0.78
Telecom Italia SpA
0.71
Banca Monte dei Paschi di Siena
0.71
Carrefour
0.68
Eldorado Gold Corp
0.65
Swiss Prime Site AG
0.64
Lion Finance Group PLC
0.61
B2Gold Corp
0.59
As of 10/09/2025
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
10.18
Tencent Holdings Ltd
4.63
Alibaba Group Holding Ltd Ordinary Shares
2.27
Samsung Electronics Co Ltd
2.25
SK Hynix Inc
1.37
Xiaomi Corp Class B
0.82
China Construction Bank Corp Class H
0.82
PDD Holdings Inc ADR
0.76
Meituan Class B
0.72
Hon Hai Precision Industry Co Ltd
0.71
As of 10/09/2025
% of Fund
IFA Emerging Markets Value Index
Alibaba Group Holding Ltd Ordinary Shares
2.98
Reliance Industries Ltd
2.37
SK Hynix Inc
2.26
China Construction Bank Corp Class H
2.13
Hon Hai Precision Industry Co Ltd
2.09
Ping An Insurance (Group) Co. of China Ltd Class H
1.32
Axis Bank Ltd
1.25
Industrial And Commercial Bank Of China Ltd Class H
1.19
Saudi National Bank
0.90
Bank Of China Ltd Class H
0.81
As of 08/31/2025
% of Fund
IFA Emerging Markets Small Cap Index
3SBio Inc Shs Unitary 144A/Reg S
0.52
Industrias Ch SAB de CV Class B
0.39
Li Ning Co Ltd
0.37
CSPC Pharmaceutical Group Ltd
0.37
United Integrated Services Co Ltd
0.36
Embraer SA
0.35
Harmony Gold Mining Co Ltd ADR
0.35
Hua Hong Semiconductor Ltd Shs Unitary 144A/Reg S
0.35
Grupa Kety SA
0.34
Fortis Healthcare Ltd
0.32
Overview
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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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