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
51
$2.04M 0.15%
60,626
+8,923
52
$2M 0.15%
89,592
+18,317
53
$1.95M 0.14%
38,079
+4,398
54
$1.8M 0.13%
35,682
+4,119
55
$1.71M 0.13%
139,413
+7,679
56
$1.67M 0.12%
11,667
-1,814
57
$1.65M 0.12%
68,099
+42,637
58
$1.6M 0.12%
10,158
+503
59
$1.59M 0.12%
117,226
+5,791
60
$1.53M 0.11%
31,945
-3,170
61
$1.52M 0.11%
333,982
+82,189
62
$1.51M 0.11%
30,853
+1,110
63
$1.5M 0.11%
88,463
+4,622
64
$1.47M 0.11%
+36,708
65
$1.47M 0.11%
+37,459
66
$1.41M 0.1%
17,625
-846
67
$1.39M 0.1%
54,594
+2,699
68
$1.38M 0.1%
57,606
+3,458
69
$1.34M 0.1%
48,551
+3,960
70
$1.32M 0.1%
113,596
+5,715
71
$1.29M 0.1%
44,423
+6,003
72
$1.28M 0.09%
22,213
+2,564
73
$1.27M 0.09%
12,213
+20
74
$1.26M 0.09%
66,939
+11,613
75
$1.25M 0.09%
57,276
+14,413
1 2
3
4 5