IA
IndexIQ Advisors Portfolio holdings
AUM
$2.82B
1-Year Return
12.49%
This Quarter Return
+2.73%
1 Year Return
+12.49%
3 Year Return
+91.57%
5 Year Return
+142.39%
10 Year Return
–
AUM
$1.26B
AUM Growth
+$201M
(+19%)
Cap. Flow
+$178M
Cap. Flow
% of AUM
14.11%
Top 10 Holdings %
Top 10 Hldgs %
63.89%
Holding
249
New
21
Increased
127
Reduced
72
Closed
27
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$81.8M |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
$51.3M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$36.2M |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
$33.8M |
| 5 |
Vanguard Growth ETF
VUG
|
$33.7M |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$68.3M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$55.4M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$45.8M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$41.2M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$33.3M |
Sector Composition
| 1 | Real Estate | 4.43% |
| 2 | Consumer Staples | 2.03% |
| 3 | Industrials | 0.84% |
| 4 | Materials | 0.55% |
| 5 | Energy | 0.4% |
