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
151
$1.46M 0.17%
+7,560
152
$1.45M 0.17%
+7,095
153
$1.45M 0.17%
19,032
-701
154
$1.44M 0.17%
+10,930
155
$1.44M 0.17%
29,954
+28,326
156
$1.42M 0.17%
+7,408
157
$1.4M 0.17%
27,118
+4,403
158
$1.4M 0.17%
33,570
+1,405
159
$1.4M 0.16%
+13,845
160
$1.39M 0.16%
+3,111
161
$1.38M 0.16%
8,367
+78
162
$1.38M 0.16%
+94,410
163
$1.38M 0.16%
+31,669
164
$1.37M 0.16%
+7,889
165
$1.37M 0.16%
+86,852
166
$1.36M 0.16%
+9,641
167
$1.33M 0.16%
27,453
-5,627
168
$1.33M 0.16%
+7,258
169
$1.32M 0.16%
15,090
-1,028
170
$1.31M 0.15%
+10,315
171
$1.31M 0.15%
364,771
+337,169
172
$1.31M 0.15%
270,224
+259,855
173
$1.3M 0.15%
+27,161
174
$1.3M 0.15%
+4,630
175
$1.29M 0.15%
+26,364
5 6
7
8 9