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
251
$584K 0.05%
50,104
+691
252
$561K 0.05%
46,049
+11,186
253
$524K 0.05%
13,263
+5,204
254
$518K 0.05%
367,525
+214,515
255
$517K 0.05%
5,625
256
$514K 0.05%
25,552
+7,374
257
$472K 0.04%
30,835
258
$429K 0.04%
3,571
259
$428K 0.04%
+2,033
260
$424K 0.04%
6,238
+2,458
261
$407K 0.04%
158,298
+69,894
262
$401K 0.04%
8,150
263
$396K 0.04%
2,698
-511
264
$374K 0.03%
5,900
265
$351K 0.03%
624
266
$341K 0.03%
+1,185
267
$333K 0.03%
+7,250
268
$330K 0.03%
25,385
+10,188
269
$326K 0.03%
47,173
+7,283
270
$319K 0.03%
1,526
+573
271
$317K 0.03%
6,156
272
$312K 0.03%
3,489
-717
273
$308K 0.03%
7,951
274
$301K 0.03%
26,406
+12,157
275
$288K 0.03%
499
+48
9 10
11
12 13