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
$849M
AUM Growth
+$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$14.6M
3
+$11.2M
4
ACN icon
Accenture
ACN
+$8.97M
5
LOW icon
Lowe's Companies
LOW
+$7.92M

Top Sells

1
+$3.13M
2
+$2.94M
3
+$2.6M
4
SMG icon
ScottsMiracle-Gro
SMG
+$2.58M
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$2.47M

Sector Composition

1 Technology 36.92%
2 Industrials 19.06%
3 Financials 9.43%
4 Healthcare 8.44%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$281K 0.03%
3,073
+67
252
$269K 0.03%
+431
253
$268K 0.03%
+21,650
254
$267K 0.03%
31,281
-3,891
255
$263K 0.03%
+3,532
256
$262K 0.03%
1,900
-1,900
257
$253K 0.03%
1,990
-343
258
$245K 0.03%
3,996
+334
259
$239K 0.03%
+28,718
260
$237K 0.03%
13,376
-9,019
261
$236K 0.03%
45,316
-6,972
262
$224K 0.03%
+1,994
263
$223K 0.03%
1,498
-80
264
$221K 0.03%
11,389
-818
265
$221K 0.03%
+22,329
266
$221K 0.03%
5,082
-1,526
267
$220K 0.03%
9,517
+2,038
268
$217K 0.03%
+2,140
269
$215K 0.03%
6,519
+452
270
$213K 0.03%
+6,954
271
$212K 0.03%
+364
272
$210K 0.02%
+254
273
$210K 0.02%
11,627
-2,799
274
$209K 0.02%
29,936
-8,783
275
$205K 0.02%
+5,010
9 10
11
12 13