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
176
$1.43M 0.13%
4,517
-78
177
$1.43M 0.13%
27,539
+2,133
178
$1.42M 0.13%
36,527
+13,369
179
$1.41M 0.13%
9,030
+87
180
$1.37M 0.12%
5,827
+543
181
$1.37M 0.12%
18,026
-788
182
$1.35M 0.12%
314,279
-13,734
183
$1.33M 0.12%
45,302
-6,162
184
$1.33M 0.12%
28,476
-1,244
185
$1.33M 0.12%
95,257
-4,163
186
$1.31M 0.12%
5,596
-316
187
$1.26M 0.11%
17,351
+1,616
188
$1.25M 0.11%
4,623
+224
189
$1.24M 0.11%
32,634
+7,741
190
$1.24M 0.11%
35,760
+3,332
191
$1.22M 0.11%
19,283
+1,797
192
$1.21M 0.11%
33,068
+3,081
193
$1.2M 0.11%
4,846
+50
194
$1.19M 0.11%
5,209
+328
195
$1.18M 0.11%
119,289
-10,751
196
$1.16M 0.1%
2,136
+507
197
$1.16M 0.1%
10,492
+238
198
$1.14M 0.1%
2,942
+606
199
$1.11M 0.1%
2,740
+28
200
$1.06M 0.09%
19,258
-768
6 7
8
9 10