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
201
$71K 0.01%
1,858
+1,120
202
$68K 0.01%
1,231
+741
203
$67K ﹤0.01%
712
+429
204
$67K ﹤0.01%
2,784
+16
205
$56K ﹤0.01%
9
206
$55K ﹤0.01%
587
+354
207
$54K ﹤0.01%
30
208
$53K ﹤0.01%
695
+418
209
$51K ﹤0.01%
258
+155
210
$51K ﹤0.01%
787
+475
211
$50K ﹤0.01%
735
+443
212
$47K ﹤0.01%
+1,247
213
$44K ﹤0.01%
1,674
+18
214
$42K ﹤0.01%
1,797
+9
215
$39K ﹤0.01%
3,060
-7,606
216
$33K ﹤0.01%
1,397
+243
217
$28K ﹤0.01%
1,962
+25
218
$28K ﹤0.01%
+11,107
219
$24K ﹤0.01%
1,947
+24
220
– –
0
221
$22K ﹤0.01%
485
+2
222
$22K ﹤0.01%
1,084
+5
223
$20K ﹤0.01%
4,154
+27
224
$15K ﹤0.01%
1,725
+3
225
$11K ﹤0.01%
415
-20
6 7 8
9
10