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
126
$604K 0.04%
38,441
+2,430
127
$599K 0.04%
14,473
-58,575
128
$596K 0.04%
6,022
+696
129
$574K 0.04%
14,842
+10,980
130
$570K 0.04%
+13,699
131
$567K 0.04%
7,583
+1,088
132
$567K 0.04%
16,530
+2,009
133
$566K 0.04%
24,563
+7,454
134
$558K 0.04%
47,491
+2,595
135
$548K 0.04%
46,522
+3,674
136
$547K 0.04%
+18,953
137
$547K 0.04%
20,764
+1,118
138
$541K 0.04%
+9,002
139
$536K 0.04%
18,527
+917
140
$516K 0.04%
+37,636
141
$511K 0.04%
58,041
+8,838
142
$511K 0.04%
26,243
+1,785
143
$508K 0.04%
29,406
+1,876
144
$500K 0.04%
67,236
+3,495
145
$496K 0.04%
3,358
+162
146
$485K 0.04%
26,438
+1,323
147
$482K 0.04%
29,732
+1,473
148
$474K 0.03%
99,032
-96
149
$454K 0.03%
+26,936
150
$437K 0.03%
13,849
-34,451
4 5
6
7 8