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
151
$535K 0.12%
11,330
-1,950
152
$532K 0.12%
2,483
-22
153
$523K 0.12%
3,100
-629
154
$519K 0.12%
5,462
155
$502K 0.12%
2,237
156
$496K 0.11%
+6,719
157
$484K 0.11%
5,905
158
$479K 0.11%
+12,757
159
$458K 0.11%
2,765
160
$457K 0.11%
1,573
161
$453K 0.1%
5,254
-1,228
162
$448K 0.1%
7,286
163
$443K 0.1%
+3,452
164
$442K 0.1%
884
165
$437K 0.1%
2,098
166
$436K 0.1%
4,551
+436
167
$410K 0.09%
+3,599
168
$406K 0.09%
4,390
-10,500
169
$384K 0.09%
1,672
170
$380K 0.09%
+9,572
171
$376K 0.09%
4,121
-304
172
$375K 0.09%
3,999
173
$368K 0.09%
5,688
174
$366K 0.08%
321
175
$361K 0.08%
19,872
-1,920
5 6
7
8 9