IEFM

IQ EQ Fund Management Portfolio holdings

AUM $1.48B
1-Year Est. Return 36.24%
This Quarter Est. Return
1 Year Est. Return
+36.24%
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 15.54%
3 Financials 11.36%
4 Healthcare 9.98%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-21,609
302
– –
-19,679
303
– –
-2,506
304
– –
-1,124
305
– –
-8,903
306
– –
-10,631
307
– –
-11,477
308
– –
-52,531
309
– –
-200
310
– –
-16,222
311
– –
-33,812
312
– –
-13,008
313
– –
-73,471
314
– –
-29,131
315
– –
-4,555
316
– –
-23,652
317
– –
-70,198
318
– –
-2,788
319
– –
-2,691
320
– –
-307,524
321
– –
-11,694
322
– –
-4,554
323
– –
-8,177
324
– –
-1,082
325
– –
-5,347
10 11 12
13
14