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

Top Buys

1 +$1.47M
2 +$1.19M
3 +$1.02M
4
MRK icon
Merck
MRK
+$1.01M
5
AMD icon
Advanced Micro Devices
AMD
+$836K

Top Sells

1 +$8.09M
2 +$2.13M
3 +$2.05M
4
HAIN icon
Hain Celestial
HAIN
+$1.71M
5
T icon
AT&T
T
+$1.64M

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
-38,047
105
-25,082
106
-17,659
107
-33,729