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
$961M
AUM Growth
+$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.6M
3
+$3.58M
4
NEOG icon
Neogen
NEOG
+$2.66M
5
BLK icon
Blackrock
BLK
+$2.56M

Top Sells

1
+$2.41M
2
+$2.27M
3
+$2.14M
4
SRCL
Stericycle Inc
SRCL
+$1.6M
5
IP icon
International Paper
IP
+$1.13M

Sector Composition

1 Technology 33.07%
2 Industrials 19.53%
3 Financials 10.17%
4 Healthcare 9.55%
5 Consumer Discretionary 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.78M 0.18%
8,604
-1,426
152
$1.76M 0.18%
19,861
+3,368
153
$1.75M 0.18%
16,222
154
$1.72M 0.18%
14,204
+933
155
$1.72M 0.18%
8,821
+1,393
156
$1.7M 0.18%
6,899
+31
157
$1.67M 0.17%
3,306
+529
158
$1.66M 0.17%
+72,729
159
$1.66M 0.17%
70,855
+6,132
160
$1.61M 0.17%
+13,543
161
$1.61M 0.17%
3,950
-1,381
162
$1.57M 0.16%
180,522
-14,793
163
$1.51M 0.16%
83,438
164
$1.49M 0.16%
11,666
-4,606
165
$1.48M 0.15%
6,357
-1,633
166
$1.47M 0.15%
6,120
-1,002
167
$1.47M 0.15%
22,908
-12,241
168
$1.43M 0.15%
2,373
169
$1.42M 0.15%
136,976
-1,111
170
$1.4M 0.15%
21,027
171
$1.4M 0.15%
37,631
+14,600
172
$1.39M 0.14%
+21,333
173
$1.38M 0.14%
6,760
174
$1.38M 0.14%
433,942
-3,344
175
$1.37M 0.14%
63,250
5 6
7
8 9