{
  "page": "compare",
  "query": {
    "a": "ALPBX",
    "b": "AFDIX"
  },
  "retrieved_at": "2026-07-07T17:57:50+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "ALPS Balanced Opportunity Fund",
    "ticker": "ALPBX",
    "slug": "ALPBX",
    "series_id": "S000069460",
    "html_url": "https://fundwatcher.app/funds/ALPBX/"
  },
  "fund_b": {
    "name": "Large Cap Equity Fund",
    "ticker": "AFDIX",
    "slug": "AFDIX",
    "series_id": "S000006203",
    "html_url": "https://fundwatcher.app/funds/AFDIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3413824451721223087877357570",
    "coverage_b_by_a": "0.3413824451721223087877357568",
    "shared_count": 30,
    "as_of": {
      "a": "2026-04-30",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "ALPS/SMITH Core Plus Bond ETF",
        "value": "3400193.64",
        "weight": "0.27701899",
        "shared": false
      },
      {
        "name": "ALPHABET INC CL A",
        "value": "565656.00",
        "weight": "0.04608486",
        "shared": true
      },
      {
        "name": "JOHNSON&JOHNSON",
        "value": "439013.50",
        "weight": "0.03576710",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "409252.64",
        "weight": "0.03334244",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "353545.26",
        "weight": "0.02880387",
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      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "313685.10",
        "weight": "0.02555641",
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      },
      {
        "name": "NVIDIA CORP",
        "value": "310730.49",
        "weight": "0.02531569",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "290175.86",
        "weight": "0.02364107",
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      },
      {
        "name": "LAM RESEARCH CORP",
        "value": "283388.14",
        "weight": "0.02308807",
        "shared": true
      },
      {
        "name": "RTX CORP",
        "value": "280831.65",
        "weight": "0.02287978",
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      },
      {
        "name": "INTEL CORP",
        "value": "248954.80",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "230078.16",
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      },
      {
        "name": "GOLDMAN SACHS GROUP INC",
        "value": "227247.42",
        "weight": "0.01851420",
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      },
      {
        "name": "TAIWAN SEMIC MFG CO LTD SP ADR",
        "value": "224169.96",
        "weight": "0.01826347",
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      },
      {
        "name": "CONOCOPHILLIPS",
        "value": "210933.06",
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      {
        "name": "APPLE INC",
        "value": "191573.10",
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      },
      {
        "name": "WELLTOWER INC",
        "value": "179305.50",
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      },
      {
        "name": "State Street Institutional Treasury Plus Money Market Fund- Premier Class",
        "value": "169143.47",
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      },
      {
        "name": "WASTE MANAGEMENT INC",
        "value": "157203.80",
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      },
      {
        "name": "GILEAD SCIENCES INC",
        "value": "146540.80",
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      },
      {
        "name": "BAKER HUGHES CO",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "142206.42",
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      },
      {
        "name": "LILLY ELI and CO",
        "value": "142059.20",
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      },
      {
        "name": "VERTEX PHARMACEUTICALS INC",
        "value": "141035.40",
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      {
        "name": "AMERICAN EXPRESS CO",
        "value": "138911.50",
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      {
        "name": "LOWES COS INC",
        "value": "138498.20",
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      },
      {
        "name": "OLD DOMINION FRT",
        "value": "132768.75",
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      },
      {
        "name": "WALMART INC",
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      {
        "name": "O'REILLY AUTOMOTIVE INC",
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      },
      {
        "name": "THERMO FISHER SCIENTIFIC INC",
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      {
        "name": "MCDONALDS CORP",
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      {
        "name": "LINDE PLC",
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      {
        "name": "DEERE & CO",
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      {
        "name": "MASTERCARD INC CL A",
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      {
        "name": "TE CONNECTIVITY",
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        "name": "MARRIOTT INTL-A",
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      {
        "name": "COMMSTCK",
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      {
        "name": "MERCK & CO",
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      {
        "name": "DUKE ENERGY CORP NEW",
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      {
        "name": "ALLIANT ENERGY CORPORATION",
        "value": "88116.00",
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      {
        "name": "TESLA INC",
        "value": "87393.27",
        "weight": "0.00712006",
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      },
      {
        "name": "SNOWFLAKE INC CL A",
        "value": "85976.10",
        "weight": "0.00700460",
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      },
      {
        "name": "BROADCOM INC",
        "value": "83486.00",
        "weight": "0.00680173",
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      },
      {
        "name": "INTERCONTINENTAL EXCHANGE INC",
        "value": "82997.25",
        "weight": "0.00676191",
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      {
        "name": "MOTOROLA SOLUTIONS INC",
        "value": "82098.61",
        "weight": "0.00668870",
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      {
        "name": "FREEPORT MCMORAN INC",
        "value": "81238.68",
        "weight": "0.00661864",
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      },
      {
        "name": "INTL BUS MACH CORP",
        "value": "79919.08",
        "weight": "0.00651113",
        "shared": true
      },
      {
        "name": "S&P GLOBAL INC",
        "value": "74602.79",
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      {
        "name": "IQVIA HOLDINGS INC",
        "value": "60972.45",
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      {
        "name": "SYNOPSYS INC",
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    ],
    "b_top": [
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        "name": "MICROSOFT CORP",
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        "name": "ALPHABET INC CL A",
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        "name": "APPLE INC",
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      {
        "name": "AMAZON.COM INC",
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      {
        "name": "BROADCOM INC",
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      {
        "name": "META PLATFORMS INC CL A",
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      {
        "name": "NEXTERA ENERGY INC",
        "value": "54142444.50",
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      {
        "name": "MASTERCARD INC CL A",
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      {
        "name": "TESLA INC",
        "value": "51448198.53",
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      {
        "name": "INTL BUS MACH CORP",
        "value": "49194986.70",
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      {
        "name": "JPMORGAN CHASE and CO",
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      {
        "name": "LILLY ELI and CO",
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      {
        "name": "BANK OF AMERICA CORPORATION",
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      {
        "name": "HOME DEPOT INC",
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      {
        "name": "REGIONS FINANCIAL CORP",
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      {
        "name": "ANALOG DEVICES INC",
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      {
        "name": "CUMMINS INC",
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        "name": "TJX COS INC",
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        "name": "WILLIAMS COS INC",
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      {
        "name": "VISA INC-CLASS A",
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      {
        "name": "APPLIED MATERIALS INC",
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      {
        "name": "SLB LTD",
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      {
        "name": "THE CIGNA GROUP",
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      },
      {
        "name": "HONEYWELL INTL INC",
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        "name": "XYLEM INC",
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        "name": "TRANE TECHNOLOGI",
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      {
        "name": "MORGAN STANLEY",
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      {
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        "name": "EATON CORP PLC",
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        "name": "THERMO FISHER SCIENTIFIC INC",
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      {
        "name": "JOHNSON CONTROLS",
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      {
        "name": "MARRIOTT INTL-A",
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      {
        "name": "METLIFE INC",
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      {
        "name": "NETFLIX INC",
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      {
        "name": "CHENIERE ENERGY INC",
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      },
      {
        "name": "COSTCO WHOLESALE CORP",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001049169-26-001751",
      "as_of": "2026-04-30",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/915802/000104916926001751/0001049169-26-001751-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001193125-26-129677",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/100334/000119312526129677/0001193125-26-129677-index.htm"
    }
  ]
}