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
51
$6.73M 0.6%
20,551
-1,073
52
$6.57M 0.58%
21,306
+222
53
$6.22M 0.55%
73,858
-1,150
54
$6.16M 0.55%
19,733
+5,748
55
$6.16M 0.55%
38,635
-153
56
$6.14M 0.55%
16,752
-290
57
$6.08M 0.54%
115,654
-1,720
58
$5.85M 0.52%
37,012
+21,403
59
$5.62M 0.5%
157,490
+29,750
60
$5.61M 0.5%
17,854
-7,729
61
$5.57M 0.5%
52,665
-3,110
62
$5.56M 0.49%
119,687
+61,980
63
$5.56M 0.49%
132,342
+2,758
64
$5.48M 0.49%
18,982
-9,392
65
$5.45M 0.48%
38,139
+3,235
66
$5.42M 0.48%
184,464
+10,358
67
$5.39M 0.48%
294,681
+84,308
68
$5.3M 0.47%
117,513
+79,629
69
$5.28M 0.47%
228,092
+103,358
70
$5.15M 0.46%
72,480
71
$5.15M 0.46%
51,488
-12,475
72
$5.14M 0.46%
139,591
+91,546
73
$5.09M 0.45%
168,794
+87,529
74
$4.98M 0.44%
15,000
75
$4.95M 0.44%
+55,258
1 2
3
4 5