IA

IndexIQ Advisors Portfolio holdings

AUM $2.82B
1-Year Est. Return 12.49%
This Quarter Est. Return
1 Year Est. Return
+12.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$870M
AUM Growth
+$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$19.2M
3
+$16.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$12.6M
5
BND icon
Vanguard Total Bond Market
BND
+$6.19M

Top Sells

1
+$25.1M
2
+$9.7M
3
+$7.61M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.3M
5
XOM icon
Exxon Mobil
XOM
+$2.06M

Sector Composition

1 Real Estate 4.14%
2 Materials 1.04%
3 Industrials 0.98%
4 Consumer Staples 0.81%
5 Energy 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-30,162
227
– –
-9,492
228
– –
-11,181
229
– –
-6,541
230
– –
-10,914
231
– –
-5,504
232
– –
-34,054
233
– –
-9,449
234
– –
-6,604
235
– –
-3,532
236
– –
-1,923
237
– –
-100,360
6 7 8 9
10