IEFM

IQ EQ Fund Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 30.08%
This Quarter Est. Return
1 Year Est. Return
+30.08%
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 15.62%
3 Financials 11.36%
4 Healthcare 9.91%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.17M 0.85%
14,179
-1,121
27
$7.11M 0.84%
41,255
-7,200
28
$6.85M 0.81%
258,310
+1,850
29
$6.82M 0.81%
20,552
-5,847
30
$6.7M 0.79%
11,700
-1,700
31
$6.66M 0.79%
17,111
-1,997
32
$6.59M 0.78%
39,303
-1,962
33
$6.59M 0.78%
77,958
+229
34
$6.49M 0.77%
22,168
-2,374
35
$6.38M 0.75%
17,714
-3,600
36
$6.35M 0.75%
79,519
37
$6.05M 0.71%
29,247
-968
38
$5.98M 0.71%
53,690
-3,900
39
$5.92M 0.7%
17,312
+1,060
40
$5.9M 0.7%
28,400
+3,000
41
$5.9M 0.7%
54,769
-23,976
42
$5.7M 0.67%
119,924
-5,425
43
$5.59M 0.66%
13,851
+151
44
$5.43M 0.64%
57,457
-35,037
45
$5.38M 0.64%
35,007
+5,015
46
$5.34M 0.63%
16,026
-1,647
47
$5.25M 0.62%
10,810
48
$5.2M 0.61%
65,931
+3,558
49
$5.18M 0.61%
27,726
+612
50
$5.17M 0.61%
128,571
-16,293
1
2
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