IA
IndexIQ Advisors Portfolio holdings
AUM
$2.82B
1-Year Return
12.49%
This Quarter Return
+1.59%
1 Year Return
+12.49%
3 Year Return
+91.57%
5 Year Return
+142.39%
10 Year Return
–
AUM
$1.06B
AUM Growth
+$80.2M
(+8.2%)
Cap. Flow
+$68.1M
Cap. Flow
% of AUM
6.44%
Top 10 Holdings %
Top 10 Hldgs %
71.14%
Holding
249
New
47
Increased
119
Reduced
61
Closed
21
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$33M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$29.2M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$21.8M |
| 4 |
Invesco Senior Loan ETF
BKLN
|
$18.5M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$14.3M |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$26.9M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$19M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$17.6M |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$8.82M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$6.15M |
Sector Composition
| 1 | Real Estate | 4.71% |
| 2 | Consumer Staples | 1.53% |
| 3 | Energy | 0.88% |
| 4 | Materials | 0.8% |
| 5 | Industrials | 0.73% |
