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
201
$856K 0.1%
7,886
-11,844
202
$854K 0.1%
18,285
-5,593
203
$850K 0.1%
+12,452
204
$842K 0.1%
7,081
+2,953
205
$839K 0.1%
29,796
-45,250
206
$837K 0.1%
22,439
-47,238
207
$815K 0.1%
24,133
+19,575
208
$813K 0.1%
30,286
-40,777
209
$799K 0.09%
32,198
+19,080
210
$795K 0.09%
10,072
-3,900
211
$789K 0.09%
11,713
-16,771
212
$789K 0.09%
2,625
-41
213
$784K 0.09%
+16,969
214
$778K 0.09%
+13,815
215
$760K 0.09%
1,456
-225
216
$760K 0.09%
15,317
-25,940
217
$758K 0.09%
52,787
+32,555
218
$745K 0.09%
6,532
-9,572
219
$729K 0.09%
6,199
+3,801
220
$725K 0.09%
7,202
-4,336
221
$721K 0.09%
3,190
222
$719K 0.09%
60,858
-47,040
223
$719K 0.08%
18,156
+8,615
224
$713K 0.08%
87,758
+65,696
225
$709K 0.08%
38,829
+22,305
7 8
9
10 11