Compare IFRA · CFLO · GOAT
IFRA, CFLO and GOAT hold 459 companies between them. None is in every one of them, and CFLO and GOAT are the most alike: 15.5% of each is the same companies.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Information Technology
- Utilities
- Industrials
- Energy
- Financials
- Everything else
- PANWPALO ALTO NETWORKS INCIn 1 of 3IFRAnot heldCFLO5.3%GOATnot held
- NVDANVIDIA CORPIn 2 of 3IFRAnot heldCFLO4.2%GOAT5.2%
- AAPLAPPLE INCIn 1 of 3IFRAnot heldCFLOnot heldGOAT5.1%
- AENAAENA SME SAIn 1 of 3IFRA5.1%CFLOnot heldGOATnot held
- MSFTMICROSOFT CORPIn 1 of 3IFRAnot heldCFLOnot heldGOAT4.9%
- GOOGLALPHABET INC-AIn 1 of 3IFRAnot heldCFLOnot heldGOAT4.9%
- PLTRPALANTIR TECHNOLOGIES INCIn 1 of 3IFRAnot heldCFLO4.9%GOATnot held
- TCLTRANSURBAN GROUPIn 1 of 3IFRA4.9%CFLOnot heldGOATnot held
- NEENEXTERA ENERGY INCIn 2 of 3IFRA4.8%CFLO1.1%GOATnot held
- CRWDCROWDSTRIKE HOLDINGS INCIn 1 of 3IFRAnot heldCFLO4.4%GOATnot held
What each fund is in
Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.
What IFRA already gives you
- IFRA and GOAT share 4 companies1.7%
- IFRA and CFLO share 7 companies1.4%
- CFLO and GOAT share 19 companies15.5%
Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.
What each fund changed
Reading the holdings history…
Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.