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
326
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-2,373
327
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-47,101
328
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-1,358
329
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-44,239
330
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-83,389
331
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-63,250
332
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-17,697
333
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-6,116
334
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-16,383
335
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-26,981
336
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-341,906
337
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-154,218
338
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-38,885
339
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-135,629
340
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-42,805
341
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-7,270
342
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-6,876
343
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-18,465
344
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-6,718
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