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
76
$1.67M 0.39%
9,451
+1,915
77
$1.66M 0.38%
46,484
-1,271
78
$1.65M 0.38%
18,267
+4,178
79
$1.65M 0.38%
28,942
+12,665
80
$1.62M 0.38%
22,667
+838
81
$1.6M 0.37%
29,367
+4,023
82
$1.59M 0.37%
38,726
-797
83
$1.59M 0.37%
55,437
+31,570
84
$1.54M 0.36%
178,941
+83,378
85
$1.54M 0.36%
7,542
-879
86
$1.53M 0.35%
11,235
+4,724
87
$1.53M 0.35%
28,726
-2,506
88
$1.51M 0.35%
153,158
+51,097
89
$1.49M 0.35%
7,474
+392
90
$1.49M 0.34%
10,907
-396
91
$1.46M 0.34%
70,109
+36,696
92
$1.44M 0.33%
24,342
+5,892
93
$1.43M 0.33%
6,623
+3,294
94
$1.43M 0.33%
5,606
+1,712
95
$1.39M 0.32%
87,703
96
$1.38M 0.32%
18,011
97
$1.37M 0.32%
8,954
-160
98
$1.37M 0.32%
49,877
+24,189
99
$1.36M 0.32%
10,268
+3,896
100
$1.36M 0.31%
12,663
+454
2 3
4
5 6