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
26
$2.87M 0.33%
21,448
+92
27
$2.67M 0.31%
26,172
-482
28
$2.52M 0.29%
92,730
-4,400
29
$2.52M 0.29%
51,803
+5,491
30
$2.44M 0.28%
53,639
+4,890
31
$2.3M 0.26%
109,192
+5,030
32
$2.18M 0.25%
77,788
+50,669
33
$2.15M 0.25%
55,949
+2,148
34
$2.06M 0.24%
20,693
+9,004
35
$2.05M 0.24%
72,483
+4,877
36
$1.85M 0.21%
24,700
+3,170
37
$1.77M 0.2%
80,886
-31,929
38
$1.77M 0.2%
43,042
+14,135
39
$1.58M 0.18%
56,420
+1,186
40
$1.5M 0.17%
29,476
+18,957
41
$1.33M 0.15%
10,957
-491
42
$1.32M 0.15%
5,109
+3,329
43
$1.32M 0.15%
12,397
+27
44
$1.28M 0.15%
44,589
-17,985
45
$1.25M 0.14%
70,286
-35,042
46
$1.25M 0.14%
+10,027
47
$1.24M 0.14%
67,935
-19,461
48
$1.23M 0.14%
89,338
+32,326
49
$1.19M 0.14%
7,708
-4,024
50
$1.18M 0.14%
29,405
-241,829
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