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
$3.11B
AUM Growth
+$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$46.9M
2
+$34.8M
3
+$30.7M
4
AET
Aetna Inc
AET
+$26.7M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$25M

Top Sells

1
+$42.1M
2
+$26.5M
3
+$25.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$25.3M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$23.7M

Sector Composition

1 Financials 8.29%
2 Industrials 6.32%
3 Consumer Staples 5.71%
4 Technology 4.18%
5 Real Estate 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$258M 8.3%
3,292,347
-323,109
2
$202M 6.49%
1,719,093
-358,358
3
$135M 4.33%
1,220,240
+226,633
4
$68.2M 2.19%
804,262
-268,967
5
$55.5M 1.78%
4,103,083
+1,208,348
6
$52.3M 1.68%
384,546
+49,601
7
$50.5M 1.62%
469,313
+782
8
$49.8M 1.6%
2,152,525
+91,681
9
$46.9M 1.51%
+1,178,057
10
$45.9M 1.48%
535,901
+37,104
11
$44.4M 1.43%
681,172
-160,270
12
$42.6M 1.37%
300,416
+51,439
13
$41.6M 1.34%
308,326
+90,683
14
$40.9M 1.31%
792,355
-492,011
15
$39.4M 1.27%
290,154
-5,044
16
$37.3M 1.2%
1,215,981
-503,862
17
$34.8M 1.12%
+844,694
18
$33.9M 1.09%
370,789
+111,641
19
$33M 1.06%
878,733
-629,983
20
$32.7M 1.05%
1,310,324
+1,230,222
21
$32.3M 1.04%
308,212
-252,828
22
$30.3M 0.98%
268,915
+8,311
23
$29.3M 0.94%
557,595
-1,056
24
$27.5M 0.88%
207,084
+60,041
25
$26.7M 0.86%
+158,122
1
2 3 4 5