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IOLZX vs XLF

Shared holdings
5
IOLZX covered by XLF
10.15%
XLF covered by IOLZX
10.15%

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)

SecurityWeight
SEAGATE TECHNOLO7.93%
CENTURY ALUMINUM COMPANY5.97%
KAISER ALUMINUM5.37%
ARMSTRONG WORLD INDUSTRIES INC4.45%
HORACE MANN EDUCATORS CORP4.40%
LPL FINL HLDGS INC4.32%
JPMORGAN CHASE and CO4.25%
TRUIST FINL CORP3.79%
DELTA AIR LI3.78%
DOUGLAS DYNAMICS INC3.62%
LINCOLN NATL CRP3.59%
PHILLIPS 663.50%
MSC INDUSTRIAL DIRECT CO CL A3.46%
BANK OF AMERICA CORPORATION3.34%
MAGNA INTL3.19%
CHEMOURS CO/ THE3.06%
STANLEY BLACK and DECKER INC2.88%
LAZARD INC CL A2.83%
GILDAN ACTIVEWEAR INC2.77%
ALAMO GROUP INC2.58%
EXTREME NETWORKS INC2.55%
Vodafone Group Public Limited Company2.50%
INTL PAPER CO2.39%
RH1.87%
SOUTHWEST AIRLINES CO1.78%
GLOBAL PAYMENTS INC1.68%
EURONET WORLDWIDE INC1.64%
MASTERCARD INC CL A1.51%
SYNAPTICS INC1.46%
CEVA INC1.16%
NVIDIA CORP0.92%
Direxion Small Cap Bull 3X Shares0.79%
iShares Trust MSCI ACWI ETF0.44%
FRST AM-GV OB-X0.23%

XLF (March 31, 2026)

SecurityWeight
BERKSHIRE HATH-B12.45%
JPMORGAN CHASE and CO11.23%
VISA INC-CLASS A7.20%
MASTERCARD INC CL A5.76%
BANK OF AMERICA CORPORATION4.58%
GOLDMAN SACHS GROUP INC3.59%
WELLS FARGO & CO3.49%
CITIGROUP INC2.81%
MORGAN STANLEY2.80%
AMERICAN EXPRESS CO2.29%
SCHWAB CHARLES CORP2.22%
BLACKROCK INC1.97%
S&P GLOBAL INC1.84%
CHUBB LTD1.68%
PROGRESSIVE CORP OHIO1.65%
CAPITAL ONE FINANCIAL CORP1.62%
CME GROUP INC CL A1.51%
INTERCONTINENTAL EXCHANGE INC1.27%
BLACKSTONE INC1.22%
PNC FINANCIAL SERVICES GRP INC1.19%
MARSH & MCLENNAN1.19%
BANK OF NEW YORK MELLON CORP1.16%
US BANCORP DEL1.15%
AON PLC0.98%
MOODYS CORP0.95%
KKR & CO INC0.90%
TRAVELERS COS IN0.89%
TRUIST FINL CORP0.82%
ARTHUR J GALLAGHAR AND CO0.79%
ROBINHOOD MARKETS INC0.78%
ALLSTATE CORPORATION0.76%
APOLLO GLOBAL MANAGEMENT INC0.73%
AFLAC INC0.73%
FIFTH THIRD BANCORP0.59%
PAYPAL HOLDINGS0.59%
AMERIPRISE FINANCIAL INC0.57%
AMERICAN INTERNATIONAL GROUP0.57%
MSCI INC0.56%
COINBASE GLOBAL INC0.55%
METLIFE INC0.55%
NASDAQ INC0.54%
HARTFORD INSURANCE GROUP INC/THE0.53%
STATE STREET CORP0.50%
ARCH CAPITAL GROUP LTD0.49%
PRUDENTL FINL0.48%
BLOCK INC CL A0.47%
HUNTINGTON BANCSHARES INC0.45%
M&T BANK CORP0.44%
FISERV INC0.43%
INTERACTIVE BROKERS GROUP INC0.42%

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