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IEFM

IQ EQ Fund Management Portfolio holdings

AUM $1.32B
1-Year Est. Return 31.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$351M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$16.2M
3
+$15.3M
4
AMD icon
Advanced Micro Devices
AMD
+$14M
5
RBLX icon
Roblox
RBLX
+$11.8M

Top Sells

1
+$16.3M
2
+$7.77M
3
+$6M
4
AXP icon
American Express
AXP
+$2.4M
5
TEL icon
TE Connectivity
TEL
+$2.32M

Sector Composition

1 Technology 35.24%
2 Industrials 14.13%
3 Healthcare 12.64%
4 Financials 10.75%
5 Communication Services 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.5M 4.17%
138,285
+62,337
2
$47.9M 3.25%
92,533
-15,225
3
$46.3M 3.14%
165,683
+6,808
4
$37.3M 2.53%
204,471
+100,042
5
$35.8M 2.43%
258,762
+94,640
6
$29.7M 2.01%
94,254
-890
7
$27.9M 1.89%
114,662
-28,639
8
$25.9M 1.75%
159,817
+86,854
9
$24M 1.63%
174,413
+98,873
10
$23.6M 1.6%
158,514
+62,743
11
$22.9M 1.55%
89,899
+2,205
12
$22.4M 1.52%
156,527
+31,969
13
$21.7M 1.47%
99,008
+67,695
14
$21.5M 1.46%
235,518
+115,831
15
$19.6M 1.33%
58,199
+19,260
16
$18.3M 1.24%
283,111
+87,509
17
$18.2M 1.23%
181,455
+61,928
18
$18.1M 1.23%
24,656
+12,100
19
$17.9M 1.21%
96,399
-1,748
20
$16.7M 1.13%
36,454
+10,798
21
$15.4M 1.04%
190,828
+76,455
22
$13.6M 0.92%
1,421,989
+686,306
23
$13.4M 0.91%
159,719
-2,929
24
$13.1M 0.89%
60,985
+16,013
25
$13M 0.88%
190,215
-3,720
1
2 3 4 5