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
$849M
AUM Growth
+$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$14.6M
3
+$11.2M
4
ACN icon
Accenture
ACN
+$8.97M
5
LOW icon
Lowe's Companies
LOW
+$7.92M

Top Sells

1
+$3.13M
2
+$2.94M
3
+$2.6M
4
SMG icon
ScottsMiracle-Gro
SMG
+$2.58M
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$2.47M

Sector Composition

1 Technology 36.92%
2 Industrials 19.06%
3 Financials 9.43%
4 Healthcare 8.44%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.07M 0.24%
3,891
-942
127
$1.98M 0.23%
4,827
-47
128
$1.93M 0.23%
17,798
-266
129
$1.92M 0.23%
73,230
-8,531
130
$1.92M 0.23%
473,952
+340,881
131
$1.88M 0.22%
28,066
-3,040
132
$1.82M 0.21%
23,538
-559
133
$1.75M 0.21%
454,602
-52,959
134
$1.74M 0.2%
20,673
-165
135
$1.74M 0.2%
59,094
-6,885
136
$1.73M 0.2%
57,450
+33,405
137
$1.7M 0.2%
249,174
+102,731
138
$1.7M 0.2%
15,675
-1,847
139
$1.7M 0.2%
3,860
-58
140
$1.6M 0.19%
+88,966
141
$1.58M 0.19%
+80,474
142
$1.56M 0.18%
+21,180
143
$1.56M 0.18%
+102,110
144
$1.55M 0.18%
2,799
-508
145
$1.54M 0.18%
2,831
-48
146
$1.52M 0.18%
+16,286
147
$1.49M 0.18%
+17,939
148
$1.48M 0.17%
+17,711
149
$1.47M 0.17%
18,939
-2,897
150
$1.46M 0.17%
+3,912
4 5
6
7 8