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
$1.12B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$6.1M
3
+$5.84M
4
COIN icon
Coinbase
COIN
+$5.73M
5
ROKU icon
Roku
ROKU
+$5.52M

Top Sells

1
+$2.54M
2
+$1.93M
3
+$1.89M
4
AVGO icon
Broadcom
AVGO
+$1.82M
5
CYBR
CyberArk
CYBR
+$1.81M

Sector Composition

1 Technology 35.88%
2 Industrials 14.36%
3 Financials 11.83%
4 Healthcare 11.43%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.03M 0.27%
20,754
-1,398
102
$2.99M 0.27%
10,494
+3,842
103
$2.98M 0.26%
71,367
-3,118
104
$2.95M 0.26%
23,896
+251
105
$2.94M 0.26%
30,847
+23,306
106
$2.93M 0.26%
55,603
+818
107
$2.88M 0.26%
55,588
-2,429
108
$2.84M 0.25%
16,830
-10
109
$2.83M 0.25%
33,845
+11,952
110
$2.79M 0.25%
3,640
+1,335
111
$2.79M 0.25%
16,516
+9,472
112
$2.78M 0.25%
181,719
+118,551
113
$2.76M 0.25%
294,387
+188,178
114
$2.68M 0.24%
1,344
115
$2.68M 0.24%
16,431
-828
116
$2.67M 0.24%
10,819
+758
117
$2.67M 0.24%
27,060
-1,182
118
$2.67M 0.24%
22,168
-968
119
$2.63M 0.23%
108,688
120
$2.63M 0.23%
4,987
+40
121
$2.62M 0.23%
97,439
+15,236
122
$2.6M 0.23%
246,905
+90,367
123
$2.55M 0.23%
8,674
-3,051
124
$2.55M 0.23%
71,351
+26,114
125
$2.44M 0.22%
75,377
-3,294
3 4
5
6 7