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
151
$433K 0.03%
+42,796
152
$420K 0.03%
+15,885
153
$413K 0.03%
7,729
+380
154
$412K 0.03%
20,640
-9,616
155
$410K 0.03%
3,439
+2,071
156
$409K 0.03%
+27,138
157
$406K 0.03%
26,286
+1,218
158
$397K 0.03%
27,931
+6,220
159
$373K 0.03%
+4,356
160
$350K 0.03%
8,985
+443
161
$342K 0.03%
14,710
-9,273
162
$338K 0.02%
17,159
-88,169
163
$337K 0.02%
52,669
+2,587
164
$336K 0.02%
13,874
+680
165
$328K 0.02%
4,324
+498
166
$288K 0.02%
2,096
+319
167
$287K 0.02%
6,532
-41,765
168
$272K 0.02%
4,995
-12,486
169
$272K 0.02%
+25,910
170
$251K 0.02%
21,452
+1,059
171
$238K 0.02%
2,345
+1,412
172
$228K 0.02%
5,181
-874
173
$220K 0.02%
3,984
+32
174
$216K 0.02%
3,061
-19,551
175
$206K 0.02%
3,170
+956
5 6
7
8 9