IEFM

IQ EQ Fund Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 33.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$6.1M
3
+$5.84M
4
COIN icon
Coinbase
COIN
+$5.73M
5
ROKU icon
Roku
ROKU
+$5.52M

Top Sells

1
+$2.54M
2
+$1.93M
3
+$1.89M
4
AVGO icon
Broadcom
AVGO
+$1.82M
5
CYBR
CyberArk
CYBR
+$1.81M

Sector Composition

1 Technology 35.88%
2 Industrials 14.36%
3 Financials 11.83%
4 Healthcare 11.43%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$908K 0.08%
189,914
-8,299
227
$894K 0.08%
69,968
+1,458
228
$888K 0.08%
1,732
+631
229
$879K 0.08%
6,184
-16
230
$861K 0.08%
93,206
+32,417
231
$857K 0.08%
8,345
+2,187
232
$845K 0.08%
15,544
+914
233
$841K 0.07%
+4,791
234
$840K 0.07%
+46,131
235
$820K 0.07%
3,006
+1,100
236
$819K 0.07%
+38,711
237
$809K 0.07%
2,625
238
$787K 0.07%
29,491
+8,682
239
$775K 0.07%
3,190
240
$768K 0.07%
4,874
+48
241
$744K 0.07%
26,283
+7,295
242
$741K 0.07%
33,713
243
$720K 0.06%
3,878
244
$707K 0.06%
8,142
+1,061
245
$693K 0.06%
34,228
+3,190
246
$692K 0.06%
58,273
-2,547
247
$690K 0.06%
+31,544
248
$633K 0.06%
32,382
+12,900
249
$609K 0.05%
92,841
+37,258
250
$603K 0.05%
20,099
+1,873
8 9
10
11 12