IA
IndexIQ Advisors Portfolio holdings
AUM
$2.82B
1-Year Return
12.49%
This Quarter Return
-1.89%
1 Year Return
+12.49%
3 Year Return
+91.57%
5 Year Return
+142.39%
10 Year Return
–
AUM
$1.36B
AUM Growth
+$101M
(+8%)
Cap. Flow
+$127M
Cap. Flow
% of AUM
9.36%
Top 10 Holdings %
Top 10 Hldgs %
62%
Holding
249
New
27
Increased
160
Reduced
41
Closed
17
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$30M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$14.6M |
| 3 |
iShares Russell 2000 Growth ETF
IWO
|
$13.7M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$12.6M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$10.9M |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$8.57M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$7.7M |
| 3 |
HSH
HILLSHIRE BRANDS CO
HSH
|
$6.08M |
| 4 |
Vanguard Growth ETF
VUG
|
$4.79M |
| 5 |
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% |
