NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings43 positions
INDEXIQ ETF TR | 12.4M | $461.4M | 25.4% | $29.08 | +20.31% | 6 qtrssince 2020-Q2 | Increased 65 |
INDEXIQ ETF TR | 9M | $298.4M | 16.5% | $21.49 | +50.96% | 11 qtrssince 2019-Q1 | Decreased 0 |
INDEXIQ ETF TR | 7.3M | $238.2M | 13.1% | $19.46 | +49.47% | 11 qtrssince 2019-Q1 | Increased 61 |
INDEXIQ ETF TR | 6.5M | $190.8M | 10.5% | $20.91 | +20.96% | 6 qtrssince 2020-Q2 | Increased 64 |
INDEXIQ ETF TR | 5.2M | $182.4M | 10.1% | $25.01 | +35.74% | 11 qtrssince 2019-Q1 | Increased 67 |
INDEXIQ ETF TR | 6.3M | $153.7M | 8.5% | $15.44 | +34.35% | 11 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD WORLD FD | 269,000 | $41M | 2.3% | $123.10 | +16.37% | 6 qtrssince 2020-Q2 | Increased 62 |
ISHARES TR | 399,065 | $29.6M | 1.6% | $58.76 | +9.36% | 6 qtrssince 2020-Q2 | Increased 48 |
ISHARES TR | 229,586 | $26.4M | 1.5% | $100.67 | -0.97% | 11 qtrssince 2019-Q1 | Increased 50 |
SCHWAB STRATEGIC TR | 189,097 | $18.9M | 1.0% | $23.52 | -0.47% | 3 qtrssince 2021-Q1 | Increased 73 |
ISHARES TR | 157,474 | $17.4M | 1.0% | $90.67 | +2.48% | 11 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES TR | 107,392 | $16.8M | 0.9% | $125.43 | +16.50% | 8 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 68,080 | $16.1M | 0.9% | $48.47 | +13.41% | 6 qtrssince 2020-Q2 | Increased 41 |
ISHARES TR | 127,352 | $14.6M | 0.8% | $98.85 | -0.98% | 6 qtrssince 2020-Q2 | Increased 45 |
SCHWAB STRATEGIC TR | 269,396 | $14.6M | 0.8% | $23.65 | -1.10% | 6 qtrssince 2020-Q2 | Increased 45 |
INVESCO EXCH TRADED FD TR II | 619,220 | $13.7M | 0.8% | $15.24 | +2.84% | 11 qtrssince 2019-Q1 | Increased 50 |
VANGUARD WORLD FD | 119,111 | $11.7M | 0.6% | $81.10 | +10.59% | 6 qtrssince 2020-Q2 | Increased 46 |
ISHARES TR | 120,953 | $7.3M | 0.4% | $48.55 | +1.67% | 3 qtrssince 2021-Q1 | Increased 37 |
ISHARES TR | 160,198 | $6.6M | 0.4% | $29.56 | +0.75% | 3 qtrssince 2021-Q1 | Increased 54 |
SPDR SER TR | 64,581 | $5.9M | 0.3% | $75.00 | +1.83% | 11 qtrssince 2019-Q1 | Unchanged 0 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC manages $1.8B across 43 positions as of Q3 2021. Top holdings: IQSU (25.4%), CLRG (16.5%), IQIN (13.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 13 new positions, 0 exits, 19 increased. Top move: SCHA (INCREASED, conviction 73). Portfolio: $1.8B across 43 positions.
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Portfolio allocation by GICS sector
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR