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
276
$286K 0.03%
11,210
+169
277
$282K 0.03%
3,316
278
$272K 0.02%
38,186
+15,324
279
$270K 0.02%
6,497
-1,627
280
$264K 0.02%
8,336
281
$255K 0.02%
8,228
282
$251K 0.02%
+898
283
$249K 0.02%
1,501
284
$243K 0.02%
+545
285
$234K 0.02%
4,835
286
$229K 0.02%
116,828
+46,884
287
$223K 0.02%
286
288
$221K 0.02%
11,851
289
$213K 0.02%
1,398
290
$211K 0.02%
2,190
291
$210K 0.02%
2,598
-370
292
$207K 0.02%
2,879
293
$204K 0.02%
+259
294
$201K 0.02%
3,884
295
$192K 0.02%
96,243
+38,623
296
$172K 0.02%
28,456
+16,063
297
$168K 0.01%
12,272
+1,736
298
$160K 0.01%
+23,780
299
$153K 0.01%
+102,427
300
$129K 0.01%
14,829
-1,878
10 11
12
13 14