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
$1.12B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$6.1M
3
+$5.84M
4
COIN icon
Coinbase
COIN
+$5.73M
5
ROKU icon
Roku
ROKU
+$5.52M

Top Sells

1
+$2.54M
2
+$1.93M
3
+$1.89M
4
AVGO icon
Broadcom
AVGO
+$1.82M
5
CYBR
CyberArk
CYBR
+$1.81M

Sector Composition

1 Technology 35.88%
2 Industrials 14.36%
3 Financials 11.83%
4 Healthcare 11.43%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.51M 0.85%
195,602
+130,407
27
$9.45M 0.84%
31,612
+5,150
28
$9.27M 0.82%
12,556
+4,889
29
$8.95M 0.8%
38,421
+4,830
30
$8.81M 0.78%
44,972
-12,459
31
$8.81M 0.78%
31,947
-8,378
32
$8.78M 0.78%
17,240
-1,199
33
$8.78M 0.78%
86,986
+5,040
34
$8.75M 0.78%
29,960
+1,850
35
$8.65M 0.77%
69,750
+4,600
36
$8.4M 0.75%
52,730
+9,276
37
$8.37M 0.74%
38,318
+6,458
38
$8.28M 0.74%
11,700
39
$7.98M 0.71%
735,683
+433,808
40
$7.84M 0.7%
68,955
-156
41
$7.65M 0.68%
34,458
+2,410
42
$7.53M 0.67%
19,034
+1,320
43
$7.49M 0.67%
85,869
+6,350
44
$7.48M 0.67%
20,960
+735
45
$7.32M 0.65%
15,800
+3,300
46
$7.3M 0.65%
25,030
+1,780
47
$7.27M 0.65%
48,615
+7,360
48
$7.27M 0.65%
114,373
+63,707
49
$6.87M 0.61%
31,313
+17,039
50
$6.79M 0.6%
75,540
+29,545
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