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
101
$481K 0.06%
24,739
-23,090
102
$480K 0.06%
20,872
-10,523
103
$470K 0.05%
+6,195
104
$453K 0.05%
35,805
-1,200
105
$452K 0.05%
+28,350
106
$445K 0.05%
60,073
-2,500
107
$435K 0.05%
24,455
-12,690
108
$427K 0.05%
46,464
-8,966
109
$416K 0.05%
17,521
-9,273
110
$414K 0.05%
48,761
-45,941
111
$412K 0.05%
6,604
+2,968
112
$410K 0.05%
32,591
-16,160
113
$399K 0.05%
+12,942
114
$393K 0.05%
26,336
-15,477
115
$392K 0.05%
29,634
-680
116
$392K 0.05%
36,326
-19,000
117
$389K 0.04%
80,584
-42,815
118
$388K 0.04%
62,907
-32,817
119
$380K 0.04%
63,833
+41,972
120
$361K 0.04%
10,839
+3,180
121
$349K 0.04%
8,457
+3,992
122
$349K 0.04%
+27,237
123
$346K 0.04%
7,115
-513
124
$330K 0.04%
21,063
-11,061
125
$321K 0.04%
+18,214
3 4
5
6 7