IEFM

IQ EQ Fund Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 30.08%
This Quarter Est. Return
1 Year Est. Return
+30.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$847M
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.5M
3
+$2.15M
4
RBLX icon
Roblox
RBLX
+$1.73M
5
PLTR icon
Palantir
PLTR
+$1.69M

Top Sells

1
+$3.53M
2
+$3.34M
3
+$3.31M
4
NET icon
Cloudflare
NET
+$2.58M
5
BLK icon
Blackrock
BLK
+$2.56M

Sector Composition

1 Technology 37.11%
2 Industrials 15.62%
3 Financials 11.36%
4 Healthcare 9.91%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$674K 0.08%
+4,720
227
$669K 0.08%
+1,496
228
$664K 0.08%
156,121
+110,177
229
$660K 0.08%
21,849
-48,524
230
$640K 0.08%
44,545
-6,301
231
$637K 0.08%
54,657
+31,626
232
$627K 0.07%
3,574
+705
233
$612K 0.07%
3,869
+1,910
234
$609K 0.07%
150,667
-189,125
235
$569K 0.07%
+9,260
236
$542K 0.06%
62,659
-8,540
237
$536K 0.06%
3,481
+2,391
238
$535K 0.06%
4,144
-36
239
$525K 0.06%
+7,436
240
$493K 0.06%
+3,688
241
$463K 0.05%
5,625
242
$452K 0.05%
858
-53
243
$450K 0.05%
39,859
-89,487
244
$434K 0.05%
8,150
245
$427K 0.05%
11,851
246
$423K 0.05%
2,602
247
$408K 0.05%
26,481
+10,003
248
$397K 0.05%
+62,948
249
$393K 0.05%
655
-139
250
$380K 0.04%
5,900
+1,200
8 9
10
11 12