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
151
$1.29M 0.15%
10,262
-1,404
152
$1.26M 0.15%
418,730
-59,228
153
$1.23M 0.15%
25,031
-36,555
154
$1.22M 0.14%
6,410
+1,549
155
$1.22M 0.14%
4,796
-262
156
$1.2M 0.14%
53,048
-37,398
157
$1.19M 0.14%
20,152
-2,756
158
$1.18M 0.14%
4,881
+478
159
$1.17M 0.14%
10,254
-2,869
160
$1.16M 0.14%
11,914
-1,629
161
$1.16M 0.14%
5,912
-848
162
$1.15M 0.14%
24,815
+14,157
163
$1.15M 0.14%
4,891
-3,858
164
$1.13M 0.13%
44,551
+15,193
165
$1.13M 0.13%
39,040
+27,015
166
$1.1M 0.13%
5,384
-736
167
$1.09M 0.13%
31,465
-4,302
168
$1.08M 0.13%
3,424
+461
169
$1.08M 0.13%
27,985
-1,138
170
$1.06M 0.13%
28,121
-3,846
171
$1.06M 0.13%
20,026
-729
172
$1.04M 0.12%
3,475
-475
173
$1.03M 0.12%
5,592
-765
174
$1.02M 0.12%
69,150
-71,850
175
$988K 0.12%
18,767
-2,566
5 6
7
8 9