Portfolio (Quarterly)
Guide ↗
Index Fund Advisors, Inc.
· CIK 0001665097| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP NEW | Technology | 21,210 | $2.9M | 0.14% | SOLD |
| 2 | NET | CLOUDFLARE INC | Technology | 10,732 | $2.1M | 0.10% | SOLD |
| 3 | FICO | FAIR ISAAC CORP | Technology | 805 | $1.4M | 0.06% | SOLD |
| 4 | GSHD | GOOSEHEAD INS INC | Financial Services | 14,309 | $1.1M | 0.05% | SOLD |
| 5 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 434 | $874K | 0.04% | SOLD |
| 6 | SHOP | SHOPIFY INC | Technology | 5,423 | $873K | 0.04% | SOLD |
| 7 | SFBS | SERVISFIRST BANCSHARES INC | Financial Services | 11,509 | $826K | 0.04% | SOLD |
| 8 | PGR | PROGRESSIVE CORP | Financial Services | 3,616 | $823K | 0.04% | SOLD |
| 9 | SNOW | SNOWFLAKE INC | Technology | 3,546 | $778K | 0.04% | SOLD |
| 10 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 2,414 | $749K | 0.04% | SOLD |
| 11 | NFLX | NETFLIX INC | Communication Services | 7,950 | $745K | 0.04% | SOLD |
| 12 | UBER | UBER TECHNOLOGIES INC | Technology | 8,880 | $726K | 0.03% | SOLD |
| 13 | OLLI | OLLIES BARGAIN OUTLET HLDGS | Consumer Defensive | 6,241 | $684K | 0.03% | SOLD |
| 14 | CELH | CELSIUS HLDGS INC | Consumer Defensive | 14,078 | $644K | 0.03% | SOLD |
| 15 | SDY | SPDR SERIES TRUST | — | 4,057 | $565K | 0.03% | SOLD |
| 16 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 887 | $502K | 0.02% | SOLD |
| 17 | MORN | MORNINGSTAR INC | Financial Services | 2,059 | $447K | 0.02% | SOLD |
| 18 | ECL | ECOLAB INC | Basic Materials | 1,695 | $445K | 0.02% | SOLD |
| 19 | NOW | SERVICENOW INC | Technology | 2,848 | $436K | 0.02% | SOLD |
| 20 | RYAN | RYAN SPECIALTY HOLDINGS INC | Financial Services | 7,869 | $406K | 0.02% | SOLD |
Sector Allocation
Technology
27.4%
Financial Services
22.5%
Healthcare
19.3%
Consumer Defensive
13.8%
Consumer Cyclical
8.8%
Communication Services
6.2%
Industrials
1.2%
Energy
0.5%
Utilities
0.3%