# Portfolio overlap — ACTIX vs XFLX

Comparing **Advisors Capital Tactical Fixed Income Fund** (2026-03-31) and **FundX Flexible ETF** (2026-03-31).

- Shared positions: 3
- Advisors Capital Tactical Fixed Income Fund covered by FundX Flexible ETF: 0.2564361012608836385766316473
- FundX Flexible ETF covered by Advisors Capital Tactical Fixed Income Fund: 0.2564361012608836385766316472

## Advisors Capital Tactical Fixed Income Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| STATE STREET SPDR PORTFOLIO HI SS SPDR P HIGH YIELD ETF | 0.199376 | ✓ |
| iShares 10+ Year Investment Grade Corporate Bond ETF | 0.135815 |  |
| iShares iBonds Dec 2031 Term Corporate ETF | 0.124826 |  |
| iShares 5-10 Year Investment Grade Corporate Bond ETF | 0.100254 | ✓ |
| iShares Broad USD Investment Grade Corporate Bond ETF | 0.099924 | ✓ |
| VANGUARD INT-TERM CORPORATE MUTUAL FUND | 0.099205 |  |
| Invesco Variable Rate US Preferred Stock ETF | 0.099148 |  |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | 0.074400 |  |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | 0.049743 |  |
| MONEYMKT | 0.017309 |  |

## FundX Flexible ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| FMR-CORP BND ETF | 0.097854 |  |
| Mount Vernon Liquid Assets Portfolio, LLC | 0.096330 |  |
| iShares Trust IBOXX USD INVST GRADE CORP | 0.095537 |  |
| PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund | 0.091211 |  |
| iShares Broad USD Investment Grade Corporate Bond ETF | 0.089571 | ✓ |
| iShares 5-10 Year Investment Grade Corporate Bond ETF | 0.089480 | ✓ |
| PIMCO Active Bond Exchange-Traded Fund | 0.088050 |  |
| STATE STREET SPDR PORTFOLIO HI SS SPDR P HIGH YIELD ETF | 0.077384 | ✓ |
| NYLI Merger Arbitrage ETF | 0.076330 |  |
| ISHARES CORE 60 40 BALANCED ALLOCATION ETF | 0.074079 |  |
| iShares Core 30/70 Conservative Allocation ETF | 0.073842 |  |
| ISHR 1-5Y INV GR | 0.044113 |  |
| FRST AM-GV OB-X | 0.005778 |  |
| V/E F ANGL HI YL | 0.000440 |  |


## Sources

- N-PORT (fund A) — accession `0001413042-26-000409` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1215880/000141304226000409/0001413042-26-000409-index.htm>
- N-PORT (fund B) — accession `0001193125-26-248073` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1602508/000119312526248073/0001193125-26-248073-index.htm>

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_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._

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