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
$533M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.19M
3
+$1.02M
4
MRK icon
Merck
MRK
+$1.01M
5
AMD icon
Advanced Micro Devices
AMD
+$836K

Top Sells

1
+$8.09M
2
+$2.13M
3
+$2.05M
4
HAIN icon
Hain Celestial
HAIN
+$1.71M
5
T icon
AT&T
T
+$1.64M

Sector Composition

1 Financials 17.92%
2 Technology 14.28%
3 Healthcare 13.22%
4 Consumer Staples 12.87%
5 Industrials 11.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.38%
11,652
-175
52
$2M 0.38%
28,140
+8,976
53
$1.98M 0.37%
25,770
-4,179
54
$1.95M 0.37%
12,975
-2,657
55
$1.92M 0.36%
12,939
-41
56
$1.87M 0.35%
8,870
+519
57
$1.87M 0.35%
12,725
+47
58
$1.63M 0.31%
17,658
-3,758
59
$1.61M 0.3%
23,845
-5,048
60
$1.6M 0.3%
8,500
61
$1.58M 0.3%
33,719
-19,183
62
$1.57M 0.3%
27,696
+619
63
$1.5M 0.28%
13,790
+3,214
64
$1.5M 0.28%
21,175
-183
65
$1.49M 0.28%
38,821
-7,421
66
$1.47M 0.28%
+13,337
67
$1.42M 0.27%
28,388
-581
68
$1.39M 0.26%
18,496
+4,215
69
$1.38M 0.26%
4,668
70
$1.38M 0.26%
38,841
71
$1.36M 0.25%
4,206
+2,035
72
$1.36M 0.25%
6,777
-1,762
73
$1.29M 0.24%
14,541
-3,504
74
$1.28M 0.24%
13,896
-2,848
75
$1.26M 0.24%
7,703
+974
1 2
3
4 5