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
$1.36B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$14.6M
3
+$13.7M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$12.6M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.9M

Top Sells

1
+$8.57M
2
+$7.7M
3
+$6.08M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.79M
5
BND icon
Vanguard Total Bond Market
BND
+$4.73M

Sector Composition

1 Real Estate 4.3%
2 Consumer Staples 2.34%
3 Materials 0.76%
4 Energy 0.74%
5 Technology 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.89M 0.51%
241,997
+13,933
27
$6.13M 0.45%
212,642
-8,652
28
$6.08M 0.45%
67,560
+22,621
29
$5.37M 0.4%
83,778
+29,947
30
$5.23M 0.38%
203,376
+106,020
31
$5.16M 0.38%
131,076
+68,331
32
$4.33M 0.32%
+56,007
33
$3.7M 0.27%
+39,646
34
$3.56M 0.26%
32,551
+2,794
35
$3.44M 0.25%
29,074
+3,827
36
$3.38M 0.25%
98,717
+11,349
37
$3.25M 0.24%
37,549
-10,883
38
$3.19M 0.24%
124,224
+118,735
39
$3.08M 0.23%
75,154
+9,235
40
$2.92M 0.21%
+33,757
41
$2.82M 0.21%
70,346
+69,902
42
$2.52M 0.19%
36,369
-9,056
43
$2.32M 0.17%
167,820
+11,491
44
$2.29M 0.17%
57,590
+22,948
45
$2.25M 0.17%
12,645
-3,753
46
$2.16M 0.16%
17,363
-1,109
47
$2.1M 0.15%
116,823
+9,120
48
$2.06M 0.15%
55,303
+5,760
49
$2.05M 0.15%
145,762
+24,412
50
$2.05M 0.15%
68,111
+4,469
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