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
$533M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.11M
3
+$910K
4
MRK icon
Merck
MRK
+$893K
5
AMD icon
Advanced Micro Devices
AMD
+$644K

Top Sells

1
+$6.55M
2
+$2.13M
3
+$2.05M
4
HAIN icon
Hain Celestial
HAIN
+$1.71M
5
T icon
AT&T
T
+$1.46M

Sector Composition

1 Financials 17.92%
2 Technology 14.28%
3 Healthcare 13.22%
4 Consumer Staples 12.87%
5 Industrials 11.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$440K 0.08%
1,453
-83
102
$438K 0.08%
3,038
-388
103
$325K 0.06%
2,116
104
– –
-25,082
105
– –
-33,729
106
– –
-38,047
107
– –
-17,659
1 2 3 4
5