Compare IFRA · GARP · CFLO
IFRA, GARP and CFLO hold 491 companies between them. None is in every one of them, and GARP and CFLO are the most alike: 26.0% 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
- Industrials
- Utilities
- Financials
- Health Care
- Everything else
- MSFTMICROSOFT CORPIn 1 of 3IFRAnot heldGARP6.2%CFLOnot held
- METAMETA PLATFORMS INCIn 1 of 3IFRAnot heldGARP6.1%CFLOnot held
- NVDANVIDIA CORPIn 2 of 3IFRAnot heldGARP5.5%CFLO4.2%
- PANWPALO ALTO NETWORKS INCIn 1 of 3IFRAnot heldGARPnot heldCFLO5.3%
- AENAAENA SME SAIn 2 of 3IFRA5.1%GARP0.1%CFLOnot held
- LLYELI LILLY & COIn 1 of 3IFRAnot heldGARP5.1%CFLOnot held
- PLTRPALANTIR TECHNOLOGIES INCIn 1 of 3IFRAnot heldGARPnot heldCFLO4.9%
- TCLTRANSURBAN GROUPIn 1 of 3IFRA4.9%GARPnot heldCFLOnot held
- NEENEXTERA ENERGY INCIn 2 of 3IFRA4.8%GARPnot heldCFLO1.1%
- GOOGALPHABET INC-CIn 1 of 3IFRAnot heldGARP4.7%CFLOnot 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 CFLO share 7 companies1.4%
- IFRA and GARP share 3 companies0.3%
- GARP and CFLO share 59 companies26.0%
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.