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
126
$319K 0.04%
20,901
-10,815
127
$313K 0.04%
13,188
-6,345
128
$293K 0.03%
+13,041
129
$290K 0.03%
14,883
+1,102
130
$285K 0.03%
+13,586
131
$283K 0.03%
9,007
-8,227
132
$280K 0.03%
39,580
-20,420
133
$269K 0.03%
3,130
-23,967
134
$263K 0.03%
5,266
-2,639
135
$256K 0.03%
9,743
-4,976
136
$254K 0.03%
12,168
-18,519
137
$251K 0.03%
3,847
+1,768
138
$251K 0.03%
6,108
+4,005
139
$246K 0.03%
8,817
+4,129
140
$242K 0.03%
9,308
+1,193
141
$233K 0.03%
+5,389
142
$224K 0.03%
8,967
-4,684
143
$218K 0.03%
621
+82
144
$212K 0.02%
1,329
-767
145
$210K 0.02%
4,876
+625
146
$208K 0.02%
+17,517
147
$207K 0.02%
10,889
-4,957
148
$207K 0.02%
6,260
-854
149
$205K 0.02%
8,305
+3,890
150
$202K 0.02%
+12,782
4 5
6
7 8