VFA

Voya Financial Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 10.39%
This Quarter Est. Return
1 Year Est. Return
+10.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$676M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$11.3M
3
+$11.3M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M

Top Sells

1
+$10.3M
2
+$9.46M
3
+$8.34M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.59M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$6.44M

Sector Composition

1 Healthcare 4.59%
2 Financials 4.22%
3 Technology 3.99%
4 Industrials 3.58%
5 Consumer Staples 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$393K 0.06%
10,318
+1,828
227
$382K 0.06%
+3,040
228
$380K 0.06%
2,544
+765
229
$379K 0.06%
12,514
+546
230
$367K 0.05%
2,015
-141
231
$364K 0.05%
10,652
+3,495
232
$362K 0.05%
4,187
+687
233
$360K 0.05%
8,289
+2,779
234
$360K 0.05%
3,637
-314
235
$356K 0.05%
2,791
+28
236
$356K 0.05%
2,660
+430
237
$352K 0.05%
19,316
-812
238
$349K 0.05%
8,466
+132
239
$347K 0.05%
13,491
-3,402
240
$346K 0.05%
12,780
+1,493
241
$346K 0.05%
4,363
+714
242
$342K 0.05%
4,678
-294
243
$337K 0.05%
3,905
+174
244
$336K 0.05%
23,133
+4,308
245
$334K 0.05%
16,926
+2,028
246
$334K 0.05%
8,544
+1,646
247
$323K 0.05%
+4,213
248
$322K 0.05%
+6,846
249
$322K 0.05%
13,310
+2,000
250
$321K 0.05%
4,580
+757
8 9
10
11 12