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
176
$62K 0.01%
2,610
-2,432
177
$62K 0.01%
+1,401
178
$61K 0.01%
1,048
+147
179
$60K 0.01%
863
-6,792
180
$59K 0.01%
782
-662
181
$58K 0.01%
1,923
+228
182
$57K 0.01%
31
+5
183
$56K 0.01%
536
-503
184
$56K 0.01%
+2,387
185
$53K 0.01%
10
186
$53K 0.01%
587
-4,684
187
$52K 0.01%
16,703
+2,142
188
$41K ﹤0.01%
2,065
+672
189
$34K ﹤0.01%
4,726
+139
190
$33K ﹤0.01%
350
-2,788
191
$32K ﹤0.01%
382
-3,026
192
$31K ﹤0.01%
647
-5,195
193
– –
0
194
$29K ﹤0.01%
+1,800
195
$26K ﹤0.01%
726
-5,776
196
$25K ﹤0.01%
385
-364
197
$25K ﹤0.01%
432
-3,465
198
$24K ﹤0.01%
277
-2,179
199
$24K ﹤0.01%
338
-2,627
200
$22K ﹤0.01%
1,025
-987
6 7
8
9 10