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
676
– –
-134,040
677
– –
-6,718
678
– –
-57,748
679
– –
-95,573
680
– –
-58,093
681
– –
-47,894
682
– –
-76,297
683
– –
-68,310
684
– –
-20,360
685
– –
-22,755
686
– –
-452
687
– –
-158,803
688
– –
-97,030
689
– –
-26,959
690
– –
-356,642
691
– –
-58,579
692
– –
-2,125
693
– –
-3,067
694
– –
-8,869
695
– –
-9,361
696
– –
-33,221
697
– –
-60,189
698
– –
-38,953
699
– –
-104,155
700
– –
-52,480
26 27
28
29 30