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
176
$970K 0.11%
43,167
+19,599
177
$969K 0.11%
33,713
-1,751
178
$959K 0.11%
2,849
-98
179
$957K 0.11%
28,414
-31,577
180
$954K 0.11%
4,857
-862
181
$953K 0.11%
30,835
+13,704
182
$928K 0.11%
13,441
-7,586
183
$927K 0.11%
13,402
-639
184
$922K 0.11%
9,055
-12,801
185
$919K 0.11%
2,795
-10,728
186
$918K 0.11%
3,333
-5,241
187
$918K 0.11%
6,200
-1,142
188
$909K 0.11%
5,114
-62
189
$908K 0.11%
4,466
-6,988
190
$906K 0.11%
+7,307
191
$905K 0.11%
22,725
-31,825
192
$905K 0.11%
34,288
+23,547
193
$897K 0.11%
+15,596
194
$897K 0.11%
4,362
-121
195
$884K 0.1%
9,740
-1,332
196
$881K 0.1%
7,080
-9,756
197
$878K 0.1%
8,221
-17,050
198
$872K 0.1%
7,961
+775
199
$870K 0.1%
1,957
+312
200
$859K 0.1%
+2,051
6 7
8
9 10