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
326
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336
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339
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