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
$3.11B
AUM Growth
+$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$46.9M
2
+$34.8M
3
+$30.7M
4
AET
Aetna Inc
AET
+$26.7M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$25M

Top Sells

1
+$42.1M
2
+$26.5M
3
+$25.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$25.3M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$23.7M

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
651
– –
-153
652
– –
-88,340
653
– –
-123,561
654
– –
-32,310
655
– –
-12,876
656
– –
-46,253
657
– –
-17,242
658
– –
-4,124
659
– –
-926
660
– –
-101,350
661
– –
-24,376
662
– –
-6,401
663
– –
-1,780
664
– –
-7,844
665
– –
-78,442
666
– –
-1,730
667
– –
-11,301
668
– –
-34,195
669
– –
-9
670
– –
-104,722
671
– –
-111,785
672
– –
-34,699
673
– –
-195,867
674
– –
-51,120
675
– –
-41,140
25 26
27
28 29