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Top Ten Holdings for IFA Indexes

As of 10/16/2026
% of Fund
IFA US Large Company Index
Apple Inc
7.01
NVIDIA Corp
7.01
Microsoft Corp
5.57
Amazon.com Inc
3.48
Alphabet Inc Class A
2.82
Alphabet Inc Class C
2.30
Meta Platforms Inc Class A
2.24
Broadcom Inc
2.18
Tesla Inc
1.49
Eli Lilly and Co
1.43
As of 10/16/2026
% of Fund
IFA US Large Cap Value Index
JPMorgan Chase & Co
4.52
Amazon.com Inc
4.44
ExxonMobil Holdings Corp
4.06
Meta Platforms Inc Class A
2.24
Johnson & Johnson
2.22
Chevron Corp
2.08
Berkshire Hathaway Inc Class B
2.00
UnitedHealth Group Inc
1.52
Procter & Gamble Co
1.34
Linde PLC
1.31
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 10/16/2026
% of Fund
IFA Global REIT Index
Welltower Inc
9.01
Prologis Inc
6.34
Equinix Inc
5.18
American Tower Corp
4.44
Simon Property Group Inc
3.54
Digital Realty Trust Inc
3.47
Realty Income Corp
2.82
Public Storage
2.67
Vivmark Residential
2.37
Ventas Inc
2.34
As of 10/14/2026
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
3.73
TotalEnergies SE
2.22
Banco Santander SA
1.86
Toyota Motor Corp
1.79
Basf SE
1.25
HSBC Holdings PLC ADR
1.12
Shell PLC
1.09
BP PLC ADR
1.09
The Toronto-Dominion Bank
1.02
Sumitomo Mitsui Financial Group Inc
1.02
As of 10/14/2026
% of Fund
IFA International Small Company Index
Qiagen NV
0.43
VAT Group AG
0.42
Poste Italiane SpA
0.36
Dpm Metals Inc
0.35
Finning International Inc
0.34
thyssenkrupp AG
0.33
Orion Oyj Class B
0.33
Shibaura Mechatronics Corp
0.32
GEA Group AG
0.32
Mercari Inc
0.31
As of 10/14/2026
% of Fund
IFA International Small Cap Value Index
Swiss Prime Site AG
0.83
Carrefour
0.78
Mitsubishi Materials Corp
0.71
Syensqo SA
0.70
Evonik Industries AG
0.70
Whitecap Resources Inc
0.68
Kingfisher PLC
0.68
Centerra Gold Inc
0.66
B2Gold Corp
0.65
Fresenius Medical Care AG
0.61
As of 10/14/2026
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
13.69
Samsung Electronics Co Ltd
4.95
SK hynix Inc
4.15
Tencent Holdings Ltd
2.24
MediaTek Inc
1.25
Alibaba Group Holding Ltd Ordinary Shares
1.10
China Construction Bank Corp Class H
0.80
Hon Hai Precision Industry Co Ltd
0.76
Samsung Electronics Co Ltd DR
0.72
Delta Electronics Inc
0.66
As of 10/14/2026
% of Fund
IFA Emerging Markets Value Index
SK hynix Inc
4.66
China Construction Bank Corp Class H
2.30
Hon Hai Precision Industry Co Ltd
1.77
Reliance Industries Ltd
1.55
Samsung Electronics Co Ltd DR
1.39
MediaTek Inc
1.37
Industrial And Commercial Bank Of China Ltd Class H
1.25
Samsung Electronics Co Ltd
0.94
Bank Of China Ltd Class H
0.94
ASE Technology Holding Co Ltd
0.88
As of 08/31/2026
% of Fund
IFA Emerging Markets Small Cap Index
China Gold International Resources Corp Ltd
0.62
Grupa Kety SA
0.45
Industrias Ch SAB de CV Class B
0.41
China Mengniu Dairy Co Ltd
0.34
Holy Stone Enterprise Co Ltd
0.32
Gek Terna SA
0.32
AData Technology Co Ltd
0.31
Harmony Gold Mining Co Ltd ADR
0.31
Iteq Corp
0.31
GDS Holdings Ltd Class A
0.30
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.