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
51
$1.17M 0.13%
91,461
-46,940
52
$1.16M 0.13%
88,005
-45,851
53
$1.12M 0.13%
20,018
-13,197
54
$1.09M 0.13%
89,478
-38,265
55
$1.06M 0.12%
31,952
+2,551
56
$1.04M 0.12%
35,759
+3,082
57
$996K 0.11%
34,683
-17,957
58
$990K 0.11%
60,823
-29,626
59
$956K 0.11%
72,212
-36,603
60
$949K 0.11%
14,891
-1,394
61
$921K 0.11%
181,242
-57,832
62
$905K 0.1%
45,950
-23,806
63
$885K 0.1%
21,705
-186,616
64
$878K 0.1%
5,228
-2,801
65
$867K 0.1%
21,834
-26
66
$845K 0.1%
37,250
-12,782
67
$836K 0.1%
10,243
-600
68
$796K 0.09%
33,732
+15,014
69
$790K 0.09%
81,004
-41,635
70
$772K 0.09%
43,868
-690
71
$771K 0.09%
31,222
-15,976
72
$769K 0.09%
29,911
+2,182
73
$755K 0.09%
55,418
+9,279
74
$752K 0.09%
1,070
+205
75
$745K 0.09%
31,114
-16,242
1 2
3
4 5