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
126
$806K 0.19%
4,657
+3,344
127
$752K 0.17%
2,757
128
$751K 0.17%
7,851
+1,297
129
$726K 0.17%
117,549
+66,157
130
$711K 0.16%
+7,868
131
$693K 0.16%
4,221
-1,833
132
$685K 0.16%
5,940
+288
133
$675K 0.16%
+2,510
134
$666K 0.15%
8,388
+13
135
$660K 0.15%
12,516
136
$657K 0.15%
2,288
137
$650K 0.15%
+9,361
138
$642K 0.15%
+535
139
$641K 0.15%
3,536
+190
140
$632K 0.15%
1,664
-81
141
$626K 0.14%
3,493
+205
142
$621K 0.14%
+5,406
143
$600K 0.14%
+50,432
144
$596K 0.14%
11,861
+574
145
$592K 0.14%
+6,353
146
$592K 0.14%
+4,739
147
$590K 0.14%
+8,248
148
$550K 0.13%
+4,770
149
$548K 0.13%
+32,367
150
$544K 0.13%
3,081
-281
4 5
6
7 8