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
101
$1.35M 0.31%
48,581
+18,933
102
$1.33M 0.31%
+79,745
103
$1.33M 0.31%
17,466
-6,671
104
$1.32M 0.31%
20,555
-4,613
105
$1.3M 0.3%
7,664
+3,778
106
$1.25M 0.29%
5,483
107
$1.23M 0.29%
98,751
+50,358
108
$1.19M 0.28%
57,658
+24,125
109
$1.18M 0.27%
3,336
110
$1.16M 0.27%
3,517
+100
111
$1.15M 0.27%
5,649
112
$1.15M 0.27%
516
-3
113
$1.13M 0.26%
14,663
+8,252
114
$1.1M 0.25%
9,531
+5,364
115
$1.06M 0.24%
10,493
+5,213
116
$1.01M 0.23%
11,520
-150,120
117
$923K 0.21%
3,466
-927
118
$873K 0.2%
25,517
+7,885
119
$871K 0.2%
55,205
+20,639
120
$844K 0.2%
+7,254
121
$837K 0.19%
15,111
+4,419
122
$831K 0.19%
+4,475
123
$821K 0.19%
3,858
-243
124
$817K 0.19%
7,780
+3,517
125
$809K 0.19%
9,463
+182
3 4
5
6 7