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
51
$5.1M 0.6%
+191,345
52
$5.04M 0.6%
35,977
-4,110
53
$4.91M 0.58%
179,461
-41,116
54
$4.9M 0.58%
18,600
55
$4.9M 0.58%
1,295,036
+74,290
56
$4.85M 0.57%
85,700
-11,500
57
$4.82M 0.57%
133,924
-3,822
58
$4.81M 0.57%
216,844
-100,541
59
$4.81M 0.57%
122,106
+17,261
60
$4.76M 0.56%
26,371
-3,756
61
$4.69M 0.55%
36,922
-5,222
62
$4.64M 0.55%
25,523
-2,573
63
$4.62M 0.55%
103,990
+3,873
64
$4.58M 0.54%
32,628
-558
65
$4.54M 0.54%
59,981
+22,350
66
$4.36M 0.51%
108,915
-2,238
67
$4.3M 0.51%
114,600
68
$4.29M 0.51%
15,000
+900
69
$3.93M 0.46%
46,511
-6,671
70
$3.56M 0.42%
28,278
+10,283
71
$3.44M 0.41%
51,469
-7,280
72
$3.42M 0.4%
71,472
+1,967
73
$3.07M 0.36%
26,441
-10,696
74
$3.04M 0.36%
12,086
-3,283
75
$3.01M 0.36%
14,173
-7,824
1 2
3
4 5