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Top Ten Holdings
Index Calculator
Capitalism, Inc.Top Ten Holdings for IFA Indexes
As of 05/06/2025
% of Fund
IFA US Large Company Index
Microsoft Corp
5.85
Apple Inc
5.73
NVIDIA Corp
5.30
Amazon.com Inc
3.37
Meta Platforms Inc Class A
2.46
Berkshire Hathaway Inc Class B
1.79
Alphabet Inc Class A
1.78
Broadcom Inc
1.71
Alphabet Inc Class C
1.61
Tesla Inc
1.53
As of 05/06/2025
% of Fund
IFA US Large Cap Value Index
JPMorgan Chase & Co
4.83
Exxon Mobil Corp
4.01
Berkshire Hathaway Inc Class B
2.41
UnitedHealth Group Inc
2.29
Johnson & Johnson
2.24
Chevron Corp
1.99
Cisco Systems Inc
1.91
AT&T Inc
1.82
Verizon Communications Inc
1.45
Comcast Corp Class A
1.31
As of 05/06/2025
% of Fund
IFA US Small Cap Index
Sprouts Farmers Market Inc
0.55
Carpenter Technology Corp
0.30
United States Steel Corp
0.27
ATI Inc
0.26
Hims & Hers Health Inc Ordinary Shares - Class A
0.25
SouthState Corp
0.24
Range Resources Corp
0.24
Kyndryl Holdings Inc Ordinary Shares
0.24
Stride Inc
0.24
Ensign Group Inc
0.24
As of 05/06/2025
% of Fund
IFA US Small Cap Value Index
United States Steel Corp
0.84
Webster Financial Corp
0.69
Lithia Motors Inc Class A
0.67
Old National Bancorp
0.64
MGIC Investment Corp
0.63
Post Holdings Inc
0.61
Taylor Morrison Home Corp
0.61
Air Lease Corp Class A
0.60
Jackson Financial Inc
0.60
BorgWarner Inc
0.59
As of 05/06/2025
% of Fund
IFA Global REIT Index
American Tower Corp
5.91
Prologis Inc
5.46
Welltower Inc
5.44
Equinix Inc
4.80
Digital Realty Trust Inc
3.15
Simon Property Group Inc
2.94
Realty Income Corp
2.84
Public Storage
2.64
Crown Castle Inc
2.61
Goodman Group
2.29
As of 05/06/2025
% of Fund
IFA International Value Index
Shell PLC ADR (Representing - Ordinary Shares)
2.99
TotalEnergies SE
1.86
Zurich Insurance Group AG
1.39
Holcim Ltd
1.31
Banco Santander SA
1.30
HSBC Holdings PLC ADR
1.28
Basf SE
1.24
The Toronto-Dominion Bank
1.19
Swiss Re AG
1.18
Compagnie de Saint-Gobain SA
1.17
As of 05/06/2025
% of Fund
IFA International Small Company Index
Banca Monte dei Paschi di Siena
0.51
Bawag Group AG Ordinary Shares
0.46
Swissquote Group Holding SA
0.41
Belimo Holding AG
0.40
Orion Oyj Class B
0.36
Unipol Assicurazioni SpA
0.36
PSP Swiss Property AG
0.34
thyssenkrupp AG
0.31
SPIE SA
0.30
As of 05/06/2025
% of Fund
IFA International Small Cap Value Index
Banca Monte dei Paschi di Siena
0.90
Banca Popolare di Sondrio SpA
0.73
Iamgold Corp
0.71
Eldorado Gold Corp
0.69
Lion Finance Group PLC
0.67
Bellway PLC
0.66
Swiss Prime Site AG
0.62
Sydbank A/S
0.61
TBC Bank Group PLC
0.61
As of 05/06/2025
% of Fund
IFA Emerging Markets Index
Taiwan Semiconductor Manufacturing Co Ltd
8.05
Tencent Holdings Ltd
4.15
Alibaba Group Holding Ltd Ordinary Shares
2.12
Samsung Electronics Co Ltd
1.78
Xiaomi Corp Class B
0.96
China Construction Bank Corp Class H
0.90
ICICI Bank Ltd ADR
0.80
SK Hynix Inc
0.78
Meituan Class B
0.77
PDD Holdings Inc ADR
0.73
As of 05/06/2025
% of Fund
IFA Emerging Markets Value Index
Reliance Industries Ltd
3.09
Alibaba Group Holding Ltd Ordinary Shares
2.68
China Construction Bank Corp Class H
2.27
Axis Bank Ltd
1.58
Hon Hai Precision Industry Co Ltd
1.50
SK Hynix Inc
1.33
Industrial And Commercial Bank Of China Ltd Class H
1.24
Ping An Insurance (Group) Co. of China Ltd Class H
1.20
Bank Of China Ltd Class H
1.14
Saudi National Bank
1.07
As of 03/31/2025
% of Fund
IFA Emerging Markets Small Cap Index
Harmony Gold Mining Co Ltd ADR
0.52
Qifu Technology Inc ADR
0.44
Pop Mart International Group Ltd Ordinary Shares
0.43
Li Ning Co Ltd
0.42
Industrias Ch SAB de CV Class B
0.42
Kingsoft Corp Ltd
0.35
BSE Ltd
0.34
AAC Technologies Holdings Inc
0.34
Embraer SA
0.33
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
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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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