IFLO vs HEEM overlap

IFLO and HEEM overlap 0.0% by weight, across 0 shared holdings.

IFLOHEEM

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

IFLO0.0% of the fund is in shared holdings, of 101

HEEM0.0% of the fund is in shared holdings, of 1

Top shared holdings

These funds hold nothing in common.

Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: IFLO, SEC Form N-PORT, June 30, 2026; HEEM, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 63 holding any

IFLO1.1% of its 13F dollars, 25.0% of its 12 holders

HEEM2.3% of its 13F dollars, 5.6% of its 54 holders

Largest institutions holding both

Firm	IFLO	HEEM
LPL Financial LLC	$226K	$3.3M
Triumph Capital Management	$1.2M	$31K
Raymond James Financial Inc.	$455K	$682K

This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.

Who owns them: IFLO institutional holders, HEEM institutional holders.

Frequently asked questions

How much do IFLO and HEEM overlap?

0.0% by weight, with 0 holdings in common, using holdings for IFLO as of June 30, 2026 and HEEM as of May 31, 2026.

Do institutions hold both IFLO and HEEM?

3 Form 13F filers report positions in both, out of 63 that report either one.

How is overlap by weight worked out?

For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.