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
276
$145K 0.02%
25,168
+10,065
277
$141K 0.02%
10,379
-14,738
278
$140K 0.02%
18,175
-118,801
279
$138K 0.02%
11,975
-68,422
280
$135K 0.02%
87,455
+52,381
281
$128K 0.02%
13,481
-49,816
282
$128K 0.02%
31,355
-402,587
283
$121K 0.01%
13,114
-70,324
284
$121K 0.01%
13,400
-28,895
285
$117K 0.01%
11,462
-325,403
286
$108K 0.01%
31,398
-205,805
287
$106K 0.01%
+13,950
288
$105K 0.01%
15,826
-27,107
289
$102K 0.01%
10,166
-5,862
290
$91.5K 0.01%
33,902
+7,704
291
$87K 0.01%
22,953
+8,651
292
$86.9K 0.01%
21,449
-489,061
293
$80.5K 0.01%
30,733
+16,756
294
$74.4K 0.01%
23,850
+4,606
295
$69.8K 0.01%
+12,035
296
$60.9K 0.01%
17,804
+5,929
297
$23.3K ﹤0.01%
+10,604
298
$22K ﹤0.01%
12,578
-7,148
299
– –
-16,222
300
– –
-33,812
10 11
12
13 14