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
151
$1.88M 0.17%
25,143
+330
152
$1.87M 0.17%
13,567
+3,145
153
$1.84M 0.16%
110,029
+8,373
154
$1.81M 0.16%
3,376
+33
155
$1.78M 0.16%
13,282
+4,860
156
$1.78M 0.16%
16,703
+173
157
$1.77M 0.16%
439,256
+160,767
158
$1.72M 0.15%
3,935
+263
159
$1.66M 0.15%
2,089
+195
160
$1.65M 0.15%
4,305
+401
161
$1.64M 0.15%
5,457
+179
162
$1.62M 0.14%
72,305
163
$1.61M 0.14%
11,152
-883
164
$1.61M 0.14%
7,262
+948
165
$1.59M 0.14%
10,346
+964
166
$1.59M 0.14%
20,927
+7,660
167
$1.55M 0.14%
2,726
+30
168
$1.52M 0.14%
62,854
+23,006
169
$1.51M 0.13%
+20,348
170
$1.5M 0.13%
26,053
+9,535
171
$1.49M 0.13%
6,483
+604
172
$1.49M 0.13%
+11,235
173
$1.48M 0.13%
4,541
-198
174
$1.46M 0.13%
12,646
+986
175
$1.46M 0.13%
83,180
+7,751
5 6
7
8 9