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
101
$2.28M 0.27%
9,172
+4,206
102
$2.24M 0.26%
165,219
-23,370
103
$2.23M 0.26%
30,967
-4,254
104
$2.22M 0.26%
66,875
-9,459
105
$2.18M 0.26%
22,803
-1,654
106
$2.18M 0.26%
80,221
-42,650
107
$2.06M 0.24%
547,899
-77,497
108
$2.06M 0.24%
28,899
-4,087
109
$1.99M 0.23%
5,765
-4,572
110
$1.99M 0.23%
107,169
-15,856
111
$1.97M 0.23%
92,242
-1,219
112
$1.94M 0.23%
42,875
-28,386
113
$1.91M 0.23%
35,551
-5,029
114
$1.89M 0.22%
11,101
-8,235
115
$1.83M 0.22%
5,971
-844
116
$1.82M 0.21%
33,748
-4,773
117
$1.75M 0.21%
1,861
-255
118
$1.75M 0.21%
7,992
+6,535
119
$1.73M 0.2%
177,508
+121,776
120
$1.73M 0.2%
9,755
-1,334
121
$1.71M 0.2%
4,088
-781
122
$1.7M 0.2%
18,157
-2,569
123
$1.69M 0.2%
138,852
-19,640
124
$1.67M 0.2%
7,569
-1,035
125
$1.66M 0.2%
12,710
-982
3 4
5
6 7