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
$432M
AUM Growth
+$98.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$13M
3
+$2.41M
4
CLX icon
Clorox
CLX
+$2.33M
5
BABA icon
Alibaba
BABA
+$1.61M

Top Sells

1
+$13.1M
2
+$3.38M
3
+$2.71M
4
AAPL icon
Apple
AAPL
+$2.61M
5
CSGP icon
CoStar Group
CSGP
+$971K

Sector Composition

1 Technology 34.91%
2 Financials 12.22%
3 Healthcare 11.68%
4 Industrials 8.71%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.39M 0.55%
11,991
+3,342
52
$2.38M 0.55%
5,324
-1,483
53
$2.38M 0.55%
43,260
54
$2.2M 0.51%
9,450
+6,918
55
$2.19M 0.51%
30,135
+188
56
$2.16M 0.5%
39,459
+3,696
57
$2.14M 0.5%
5,526
-86
58
$2.12M 0.49%
47,886
59
$2.11M 0.49%
4,226
-134
60
$2.02M 0.47%
87,785
+33,092
61
$2.01M 0.46%
153,720
-6,280
62
$1.98M 0.46%
5,434
63
$1.97M 0.46%
111,011
+43,186
64
$1.93M 0.45%
16,140
65
$1.87M 0.43%
62,875
+27,820
66
$1.82M 0.42%
9,617
67
$1.79M 0.41%
14,714
+8,234
68
$1.76M 0.41%
4,923
-178
69
$1.75M 0.41%
10,838
+4,087
70
$1.73M 0.4%
15,761
-297
71
$1.72M 0.4%
29,417
-46,351
72
$1.71M 0.4%
8,077
+589
73
$1.7M 0.39%
32,486
+8,447
74
$1.7M 0.39%
25,352
75
$1.69M 0.39%
40,882
-1,739
1 2
3
4 5