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
$850M
AUM Growth
+$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$2.51M
3
+$2.08M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.74M
5
MSFT icon
Microsoft
MSFT
+$1.74M

Top Sells

1
+$3.79M
2
+$2.06M
3
+$1.91M
4
AGCO icon
AGCO
AGCO
+$1.7M
5
JBTM
JBT Marel
JBTM
+$1.68M

Sector Composition

1 Technology 35.94%
2 Industrials 14.97%
3 Financials 11.24%
4 Healthcare 11.11%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HOOD icon
101
Robinhood
HOOD
$131B
$2.38M 0.28%
57,205
+19,362
TEL icon
102
TE Connectivity
TEL
$69.9B
$2.38M 0.28%
16,840
-1,273
CNH
103
CNH Industrial
CNH
$13.5B
$2.36M 0.28%
191,819
-20,802
AMD icon
104
Advanced Micro Devices
AMD
$416B
$2.3M 0.27%
22,393
+10,419
AWK icon
105
American Water Works
AWK
$27.3B
$2.26M 0.27%
15,342
+8,262
ATEN icon
106
A10 Networks
ATEN
$1.29B
$2.25M 0.27%
137,796
-4,239
IRDM icon
107
Iridium Communications
IRDM
$1.86B
$2.22M 0.26%
81,265
-1,584
CRSP icon
108
CRISPR Therapeutics
CRSP
$6B
$2.22M 0.26%
65,195
+28,931
KVUE icon
109
Kenvue
KVUE
$28.8B
$2.21M 0.26%
92,242
EMN icon
110
Eastman Chemical
EMN
$7.34B
$2.19M 0.26%
24,813
-450
ACHR icon
111
Archer Aviation
ACHR
$7.45B
$2.15M 0.25%
301,875
+124,367
CWT icon
112
California Water Service
CWT
$2.97B
$2.13M 0.25%
43,890
+1,015
SXT icon
113
Sensient Technologies
SXT
$4.02B
$2.1M 0.25%
28,242
-657
LNN icon
114
Lindsay Corp
LNN
$1.24B
$2.08M 0.25%
16,466
-7,052
RXRX icon
115
Recursion Pharmaceuticals
RXRX
$2.82B
$2.05M 0.24%
387,237
+186,767
LIN icon
116
Linde
LIN
$210B
$2.02M 0.24%
4,333
+245
HOLX icon
117
Hologic
HOLX
$16.5B
$1.9M 0.22%
30,719
-248
TWST icon
118
Twist Bioscience
TWST
$2.04B
$1.89M 0.22%
48,045
+23,230
AKAM icon
119
Akamai
AKAM
$10.9B
$1.78M 0.21%
22,123
-680
GTLB icon
120
GitLab
GTLB
$8.08B
$1.78M 0.21%
37,884
+24,069
NEOG icon
121
Neogen
NEOG
$1.35B
$1.72M 0.2%
198,213
+59,361
KTOS icon
122
Kratos Defense & Security Solutions
KTOS
$15.4B
$1.71M 0.2%
57,707
+23,419
NVDA icon
123
NVIDIA
NVDA
$4.65T
$1.69M 0.2%
15,609
+3,351
PINS icon
124
Pinterest
PINS
$24B
$1.66M 0.2%
53,699
+14,659
INTC icon
125
Intel
INTC
$188B
$1.64M 0.19%
72,305
3 4
5
6 7