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
76
$1.25M 0.09%
27,397
-15,943
77
$1.24M 0.09%
12,971
+1,496
78
$1.23M 0.09%
458
+239
79
$1.22M 0.09%
56,958
+2,933
80
$1.18M 0.09%
38,132
+1,895
81
$1.17M 0.09%
+11,578
82
$1.17M 0.09%
26,219
-17,363
83
$1.16M 0.09%
47,164
+2,346
84
$1.15M 0.08%
41,209
+5,065
85
$1.14M 0.08%
+23,250
86
$1.12M 0.08%
7,286
+359
87
$1.12M 0.08%
34,354
+25,411
88
$1.11M 0.08%
74,183
+5,668
89
$1.11M 0.08%
67,088
+3,435
90
$1.1M 0.08%
12,538
+1,911
91
$1.08M 0.08%
73,810
+4,309
92
$1.08M 0.08%
3,623
+181
93
$1.06M 0.08%
+17,752
94
$1.02M 0.07%
62,529
+10,079
95
$1.01M 0.07%
39,687
+2,179
96
$967K 0.07%
27,520
+3,384
97
$940K 0.07%
45,399
+3,447
98
$922K 0.07%
37,927
+1,553
99
$912K 0.07%
13,876
+687
100
$908K 0.07%
33,928
+4,147
2 3
4
5 6