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
201
$1.05M 0.09%
4,362
202
$1.03M 0.09%
38,657
-1,689
203
$1.03M 0.09%
195,781
+83,497
204
$1.01M 0.09%
4,106
+190
205
$1M 0.09%
7,635
+800
206
$1M 0.09%
163,948
+32,403
207
$983K 0.09%
27,328
+7,632
208
$979K 0.09%
789,271
+471,101
209
$975K 0.09%
3,106
+257
210
$974K 0.09%
2,384
+607
211
$962K 0.09%
82,083
-3,587
212
$959K 0.09%
9,504
+1,656
213
$958K 0.09%
8,492
+1,367
214
$958K 0.09%
+5,172
215
$943K 0.08%
25,786
+6,338
216
$943K 0.08%
9,308
+697
217
$942K 0.08%
19,255
+5,980
218
$932K 0.08%
14,488
+1,359
219
$930K 0.08%
19,923
+5,216
220
$927K 0.08%
29,398
+1,413
221
$919K 0.08%
35,755
+9,931
222
$918K 0.08%
7,172
+1,443
223
$918K 0.08%
3,864
+32
224
$916K 0.08%
12,545
-857
225
$915K 0.08%
2,937
+48
7 8
9
10 11