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
$874M
AUM Growth
-$8.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.25M
3
+$2.22M
4
GEV icon
GE Vernova
GEV
+$2.17M
5
HTO
H2O America
HTO
+$2.08M

Top Sells

1
+$2.92M
2
+$2.85M
3
+$1.92M
4
QCOM icon
Qualcomm
QCOM
+$1.83M
5
CYBR
CyberArk
CYBR
+$1.71M

Sector Composition

1 Technology 34.81%
2 Industrials 19.95%
3 Financials 9.71%
4 Healthcare 9.1%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$97.7K 0.01%
10,341
-10,589
302
$97.2K 0.01%
+18,914
303
$95.1K 0.01%
+19,819
304
$81K 0.01%
+23,269
305
$71.5K 0.01%
+19,750
306
$68.6K 0.01%
+10,382
307
$59.9K 0.01%
+43,745
308
$57K 0.01%
+11,173
309
$44.6K 0.01%
+25,337
310
$38.9K ﹤0.01%
+21,972
311
$22.6K ﹤0.01%
+21,556
312
$19.9K ﹤0.01%
+4,859
313
$16.1K ﹤0.01%
+19,124
314
$13.3K ﹤0.01%
+997
315
$12.4K ﹤0.01%
+10,599
316
– –
-2,006
317
– –
-6,529
318
– –
-1,369
319
– –
-8,921
320
– –
-3,311
321
– –
-10,065
322
– –
-1,865
323
– –
-209
324
– –
-12,367
325
– –
-3,746
10 11 12
13
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