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
251
$330K 0.04%
2,521
-24
252
$325K 0.04%
4,206
-1,898
253
$319K 0.04%
46,655
-1,037
254
$317K 0.04%
2,522
-33
255
$310K 0.04%
20,351
-75,919
256
$299K 0.04%
163,482
+96,118
257
$299K 0.04%
2,894
-38
258
$299K 0.04%
8,336
259
$298K 0.04%
+615
260
$285K 0.03%
1,381
-712
261
$282K 0.03%
21,280
-3,010
262
$279K 0.03%
+3,780
263
$262K 0.03%
4,230
-56
264
$258K 0.03%
8,228
-109
265
$254K 0.03%
4,835
-64
266
$252K 0.03%
+1,139
267
$235K 0.03%
305
268
$213K 0.03%
3,300
-3,234
269
$213K 0.03%
35,521
+9,945
270
$206K 0.02%
328
+3
271
$203K 0.02%
8,600
272
$200K 0.02%
9,343
+2,742
273
$189K 0.02%
73,342
-324,425
274
$177K 0.02%
60,685
+32,572
275
$162K 0.02%
26,740
-53,389
9 10
11
12 13