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
126
$2.43M 0.22%
4,997
127
$2.38M 0.21%
33,096
+21,592
128
$2.38M 0.21%
183,788
-8,031
129
$2.36M 0.21%
45,324
+36,320
130
$2.33M 0.21%
16,777
+1,435
131
$2.31M 0.21%
13,030
+3,760
132
$2.28M 0.2%
15,777
-689
133
$2.27M 0.2%
49,855
+5,965
134
$2.24M 0.2%
28,095
+5,972
135
$2.23M 0.2%
14,007
-612
136
$2.16M 0.19%
129,926
-5,678
137
$2.1M 0.19%
11,957
+1,114
138
$2.09M 0.19%
48,102
-2,102
139
$2.06M 0.18%
5,438
+2,051
140
$2.05M 0.18%
4,376
+43
141
$2.05M 0.18%
6,416
+597
142
$2.03M 0.18%
96,320
-2,569
143
$1.97M 0.18%
11,323
+1,055
144
$1.97M 0.17%
+64,989
145
$1.94M 0.17%
29,797
-922
146
$1.93M 0.17%
92,242
147
$1.93M 0.17%
6,223
+1,471
148
$1.91M 0.17%
70,494
+39,890
149
$1.9M 0.17%
8,257
+770
150
$1.89M 0.17%
17,920
+1,670
4 5
6
7 8