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
101
$890K 0.07%
+11,642
102
$866K 0.06%
46,696
+5,737
103
$855K 0.06%
91,322
+4,726
104
$841K 0.06%
74,916
+3,693
105
$826K 0.06%
60,816
+7,474
106
$819K 0.06%
+10,145
107
$807K 0.06%
31,368
+3,620
108
$784K 0.06%
28,010
+20,719
109
$773K 0.06%
44,163
+2,245
110
$750K 0.06%
+8,084
111
$744K 0.05%
69,060
+3,470
112
$740K 0.05%
+11,412
113
$732K 0.05%
7,786
+4,690
114
$717K 0.05%
9,317
+1,061
115
$715K 0.05%
8,483
+933
116
$709K 0.05%
71,543
+3,569
117
$708K 0.05%
74
+4
118
$698K 0.05%
29,027
+1,427
119
$691K 0.05%
+9,959
120
$653K 0.05%
29,410
+3,596
121
$652K 0.05%
662
-158
122
$646K 0.05%
+5,556
123
$637K 0.05%
40,705
+5,005
124
$632K 0.05%
+10,977
125
$629K 0.05%
5,187
+4,047
3 4
5
6 7