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
151
$198K 0.02%
8,675
-4,513
152
$193K 0.02%
4,775
+842
153
$192K 0.02%
5,608
-2,928
154
$192K 0.02%
+3,912
155
$191K 0.02%
+15,364
156
$180K 0.02%
2,794
+424
157
$180K 0.02%
+7,805
158
$165K 0.02%
1,362
-10,817
159
$156K 0.02%
3,265
-2,982
160
$147K 0.02%
21,753
-6,140
161
$143K 0.02%
+10,420
162
$138K 0.02%
10,525
+1,329
163
$129K 0.01%
10,720
+115
164
$129K 0.01%
+2,537
165
$122K 0.01%
3,301
-3,082
166
$114K 0.01%
9,474
+1,420
167
$111K 0.01%
8,882
-4,826
168
$107K 0.01%
1,938
-1,798
169
$104K 0.01%
1,121
-1,050
170
$94K 0.01%
4,581
+170
171
$89K 0.01%
+5,126
172
$87K 0.01%
+3,789
173
$84K 0.01%
+6,015
174
$82K 0.01%
932
-7,413
175
$78K 0.01%
+6,185
5 6
7
8 9