Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
IOLZX vs HLFNX
Shared holdings
5
IOLZX covered by HLFNX
13.12%
HLFNX covered by IOLZX
13.12%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 34 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
IOLZX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| SEAGATE TECHNOLO | 7.93% | |
| CENTURY ALUMINUM COMPANY | 5.97% | |
| KAISER ALUMINUM | 5.37% | |
| ARMSTRONG WORLD INDUSTRIES INC | 4.45% | |
| HORACE MANN EDUCATORS CORP | 4.40% | |
| LPL FINL HLDGS INC | 4.32% | |
| JPMORGAN CHASE and CO | 4.25% | |
| TRUIST FINL CORP | 3.79% | |
| DELTA AIR LI | 3.78% | |
| DOUGLAS DYNAMICS INC | 3.62% | |
| LINCOLN NATL CRP | 3.59% | |
| PHILLIPS 66 | 3.50% | |
| MSC INDUSTRIAL DIRECT CO CL A | 3.46% | |
| BANK OF AMERICA CORPORATION | 3.34% | |
| MAGNA INTL | 3.19% | |
| CHEMOURS CO/ THE | 3.06% | |
| STANLEY BLACK and DECKER INC | 2.88% | |
| LAZARD INC CL A | 2.83% | |
| GILDAN ACTIVEWEAR INC | 2.77% | |
| ALAMO GROUP INC | 2.58% | |
| EXTREME NETWORKS INC | 2.55% | |
| Vodafone Group Public Limited Company | 2.50% | |
| INTL PAPER CO | 2.39% | |
| RH | 1.87% | |
| SOUTHWEST AIRLINES CO | 1.78% | |
| GLOBAL PAYMENTS INC | 1.68% | |
| EURONET WORLDWIDE INC | 1.64% | |
| MASTERCARD INC CL A | 1.51% | |
| SYNAPTICS INC | 1.46% | |
| CEVA INC | 1.16% | |
| NVIDIA CORP | 0.92% | |
| Direxion Small Cap Bull 3X Shares | 0.79% | |
| iShares Trust MSCI ACWI ETF | 0.44% | |
| FRST AM-GV OB-X | 0.23% |
HLFNX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| CITIGROUP INC | 8.41% | |
| TRUIST FINL CORP | 6.11% | |
| MORGAN STANLEY | 6.04% | |
| BANK OF AMERICA CORPORATION | 5.97% | |
| PNC FINANCIAL SERVICES GRP INC | 5.90% | |
| JPMORGAN CHASE and CO | 5.56% | |
| WELLS FARGO & CO | 5.32% | |
| US BANCORP DEL | 5.19% | |
| CAPITAL ONE FINANCIAL CORP | 5.06% | |
| BERKSHIRE HATH-B | 4.76% | |
| PAYPAL HOLDINGS | 4.18% | |
| MASTERCARD INC CL A | 4.09% | |
| VISA INC-CLASS A | 4.04% | |
| SYNCHRONY FINANCIAL | 3.84% | |
| ROBINHOOD MARKETS INC | 3.61% | |
| BLOCK INC CL A | 3.59% | |
| GOLDMAN SACHS GROUP INC | 3.40% | |
| COINBASE GLOBAL INC | 2.57% | |
| KEYCORP | 2.13% | |
| FISERV INC | 2.10% | |
| CITIZENS FINANCIAL GROUP INC | 2.08% | |
| EQUITABLE HOLDINGS INC | 1.53% | |
| SCHWAB CHARLES CORP | 1.20% | |
| FRST AM-GV OB-X | 1.18% | |
| CHIME FINANCIAL INC | 0.84% | |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | 0.81% | |
| Etoro Group Ltd., Class A | 0.49% |
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