IA

IndexIQ Advisors Portfolio holdings

AUM $2.82B
1-Year Est. Return 12.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.11B
AUM Growth
+$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$42.5M
2
+$31M
3
+$30.7M
4
AET
Aetna Inc
AET
+$28.4M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$25M

Top Sells

1
+$42.3M
2
+$26.5M
3
+$25.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$25.4M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$23.6M

Sector Composition

1 Financials 8.29%
2 Industrials 6.32%
3 Consumer Staples 5.71%
4 Technology 4.18%
5 Real Estate 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$57K ﹤0.01%
1,692
-1,746
552
$50K ﹤0.01%
1,542
+22
553
$42K ﹤0.01%
769
-8,936
554
$36K ﹤0.01%
322
+111
555
$3K ﹤0.01%
19
-48
556
$2K ﹤0.01%
32
+11
557
$2K ﹤0.01%
6,212
-7,351
558
$1K ﹤0.01%
36
-23,836
559
– –
-20,380
560
– –
-280
561
– –
-506
562
– –
-59,933
563
– –
-44,295
564
– –
-168,301
565
– –
-22,202
566
– –
-81,439
567
– –
-23,911
568
– –
-891
569
– –
-45,959
570
– –
-70,248
571
– –
-339,459
572
– –
-80,810
573
– –
-2,857
574
– –
-37,885
575
– –
-82,239
21 22
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