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
176
$192K 0.01%
3,972
-25,401
177
$189K 0.01%
9,710
+8,118
178
$175K 0.01%
15,609
+2,484
179
$175K 0.01%
10,457
+1,311
180
$169K 0.01%
2,212
+1,332
181
$169K 0.01%
908
-2,260
182
$156K 0.01%
4,051
+481
183
$155K 0.01%
9,868
+1,502
184
$146K 0.01%
4,106
-26,248
185
$143K 0.01%
2,679
+17
186
$137K 0.01%
1,484
+894
187
$130K 0.01%
1,798
-11,497
188
$125K 0.01%
6,588
+6,244
189
$113K 0.01%
8,301
+67
190
$112K 0.01%
1,342
+8
191
$102K 0.01%
119
-17
192
$102K 0.01%
2,422
193
$99K 0.01%
1,531
+923
194
$98K 0.01%
985
+593
195
$96K 0.01%
5,865
+2,056
196
$94K 0.01%
923
+556
197
$93K 0.01%
3,937
-25,157
198
$86K 0.01%
1,059
+638
199
$85K 0.01%
1,195
+79
200
$82K 0.01%
927
-9,372
6 7
8
9 10