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
126
$1.65M 0.2%
19,457
+9,070
127
$1.65M 0.19%
12,258
-1,946
128
$1.64M 0.19%
16,720
-3,141
129
$1.55M 0.18%
138,954
-41,568
130
$1.54M 0.18%
22,496
-3,347
131
$1.51M 0.18%
22,353
-16,935
132
$1.47M 0.17%
3,853
-646
133
$1.47M 0.17%
9,036
+215
134
$1.46M 0.17%
19,183
-2,713
135
$1.45M 0.17%
3,936
+1,822
136
$1.45M 0.17%
72,305
+1,450
137
$1.45M 0.17%
11,974
+9,701
138
$1.44M 0.17%
56,583
-8,003
139
$1.43M 0.17%
19,733
-2,941
140
$1.43M 0.17%
36,264
+22,647
141
$1.43M 0.17%
2,742
-467
142
$1.42M 0.17%
2,723
-629
143
$1.41M 0.17%
37,843
+15,106
144
$1.4M 0.17%
110,526
+68,536
145
$1.4M 0.17%
3,390
+84
146
$1.38M 0.16%
13,085
-11,314
147
$1.38M 0.16%
6,069
-830
148
$1.36M 0.16%
200,470
+118,118
149
$1.32M 0.16%
4,454
-6,761
150
$1.3M 0.15%
63,980
-8,749
4 5
6
7 8