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 6.38%
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
726
– –
-14,319
727
– –
-40,958
728
– –
-44,631
729
– –
-115,466
730
– –
-127,258
731
– –
-20,911
732
– –
-46,253
733
– –
-17,242
734
– –
-4,124
735
– –
-926
736
– –
-101,350
737
– –
-24,376
738
– –
-6,401
739
– –
-1,780
740
– –
-7,844
741
– –
-78,442
742
– –
-1,730
743
– –
-11,301
744
– –
-34,195
745
– –
-16,397
746
– –
-9
747
– –
-104,722
748
– –
-111,785
749
– –
-34,699
750
– –
-195,867
28 29
30
31 32