# Portfolio overlap — LGWIX vs AIHAX

Comparing **Ladenburg Growth Fund** (2026-03-31) and **Horizon Active Income Fund** (2026-02-28).

- Shared positions: 2
- Ladenburg Growth Fund covered by Horizon Active Income Fund: 0.06859283812422128187669922429
- Horizon Active Income Fund covered by Ladenburg Growth Fund: 0.06859283812422128187669922429

## Ladenburg Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SCHWAB US LG VAL | 0.266252 |  |
| SCHW-US L/C GRW | 0.205430 |  |
| WisdomTree U.S. Value Fund | 0.091266 |  |
| Avantis U.S. Small Cap Value ETF | 0.074003 |  |
| ISHARES RUSSELL MID-CAP GROWTH ISHARES RUSSELL MID-CAP GROW | 0.054227 |  |
| INVESCO S&P SMAL | 0.051531 |  |
| FMR-ENH INTL | 0.050603 |  |
| Invesco Total Return Bond ETF | 0.049685 |  |
| JPM HG EQ ETF | 0.048362 |  |
| Vanguard Intermediate-Term Bond ETF | 0.040046 |  |
| PIMCO Active Bond Exchange-Traded Fund | 0.039932 | ✓ |
| FRST AM-GV OB-X | 0.028661 | ✓ |

## Horizon Active Income Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| iShares 5-10 Year Investment Grade Corporate Bond ETF | 0.182643 |  |
| PIMCO MULTISECTOR BOND ACTV MUTUAL FUND | 0.163023 |  |
| State Street DoubleLine TR Tact ETF | 0.108060 |  |
| FRST AM-GV OB-X | 0.096211 | ✓ |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 0.087325 |  |
| iShares 10+ Year Investment Grade Corporate Bond ETF | 0.083238 |  |
| Janus Henderson Mortgage-Backed Securities ETF | 0.073264 |  |
| State Street SPDR Portfolio Short Term Corporate Bond ETF | 0.070735 |  |
| PIMCO Active Bond Exchange-Traded Fund | 0.045655 | ✓ |
| ISHARES TIPS BOND ETF MUTUAL FUND | 0.045091 |  |
| SIMPLIFY MBS ETF | 0.044754 |  |


## Sources

- N-PORT (fund A) — accession `0000910472-26-007562` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1314414/000091047226007562/0000910472-26-007562-index.htm>
- N-PORT (fund B) — accession `0000894189-26-013891` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1643174/000089418926013891/0000894189-26-013891-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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