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
76
$3M 0.35%
5,119
+3,676
77
$2.94M 0.35%
50,787
+29,823
78
$2.93M 0.35%
55,205
-10,005
79
$2.88M 0.34%
23,868
-4,064
80
$2.82M 0.33%
260,109
-36,791
81
$2.78M 0.33%
23,518
-3,326
82
$2.78M 0.33%
50,444
-7,135
83
$2.71M 0.32%
125,195
-69,368
84
$2.66M 0.31%
22,952
+198
85
$2.62M 0.31%
53,808
-7,611
86
$2.61M 0.31%
142,035
-67,268
87
$2.6M 0.31%
15,966
-2,258
88
$2.59M 0.31%
5,717
-406
89
$2.59M 0.31%
18,113
-3,346
90
$2.57M 0.3%
24,205
+14,027
91
$2.5M 0.29%
+33,000
92
$2.41M 0.28%
212,621
-30,074
93
$2.4M 0.28%
82,849
+18,388
94
$2.39M 0.28%
4,797
-733
95
$2.38M 0.28%
111,348
-15,749
96
$2.38M 0.28%
11,834
-7,512
97
$2.35M 0.28%
40,039
-5,663
98
$2.33M 0.27%
31,289
+17,550
99
$2.32M 0.27%
1,344
-216
100
$2.31M 0.27%
25,263
-353
2 3
4
5 6