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
76
$4.67M 0.41%
32,078
+650
77
$4.62M 0.41%
+25,464
78
$4.61M 0.41%
911,085
+523,848
79
$4.53M 0.4%
163,196
-22,439
80
$4.53M 0.4%
233,891
+96,095
81
$4.4M 0.39%
95,110
82
$4.39M 0.39%
129,931
+11,469
83
$4.38M 0.39%
21,397
-3,363
84
$4.3M 0.38%
10,578
-4,969
85
$4.28M 0.38%
84,337
-16,549
86
$4.05M 0.36%
18,293
-8,605
87
$3.88M 0.34%
108,064
+54,365
88
$3.83M 0.34%
56,435
+32,171
89
$3.68M 0.33%
249,511
-10,904
90
$3.65M 0.32%
49,654
-831
91
$3.6M 0.32%
786,005
-470,384
92
$3.42M 0.3%
26,435
+1,139
93
$3.35M 0.3%
289,269
+184,757
94
$3.32M 0.3%
195,288
+130,036
95
$3.26M 0.29%
131,439
+9,979
96
$3.23M 0.29%
+48,106
97
$3.16M 0.28%
73,127
+150
98
$3.11M 0.28%
68,734
99
$3.06M 0.27%
12,503
-1,151
100
$3.05M 0.27%
54,308
-2,373
2 3
4
5 6