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
76
$741K 0.09%
37,071
-17,834
77
$707K 0.08%
37,280
+8,555
78
$696K 0.08%
2,483
-1,182
79
$691K 0.08%
+10,885
80
$680K 0.08%
29,767
+6,799
81
$659K 0.08%
51,737
-11,477
82
$642K 0.07%
17,243
-6,191
83
$640K 0.07%
36,072
+4,664
84
$635K 0.07%
29,672
-704
85
$632K 0.07%
230
+2
86
$630K 0.07%
14,439
+6,711
87
$616K 0.07%
27,548
-14,361
88
$608K 0.07%
32,733
-11,633
89
$591K 0.07%
21,665
-11,087
90
$580K 0.07%
10,818
-29,546
91
$556K 0.06%
20,672
-700
92
$551K 0.06%
39,834
-16,090
93
$539K 0.06%
9,190
-4,710
94
$528K 0.06%
68
-17
95
$523K 0.06%
33,963
-16,623
96
$506K 0.06%
49,446
-28,783
97
$498K 0.06%
2,813
-100
98
$484K 0.06%
6,641
+778
99
$483K 0.06%
23,991
-11,725
100
$482K 0.06%
5,838
-2,793
2 3
4
5 6