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
$718M
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$15.3M
3
+$4.35M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.52M
5
PGX icon
Invesco Preferred ETF
PGX
+$2.16M

Top Sells

1
+$11.3M
2
+$7.7M
3
+$6.12M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.84M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.23M

Sector Composition

1 Financials 4.4%
2 Healthcare 4.22%
3 Technology 3.82%
4 Consumer Staples 3.55%
5 Industrials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$408K 0.06%
3,990
+556
227
$408K 0.06%
3,098
+169
228
$406K 0.06%
3,522
+666
229
$397K 0.06%
11,826
+81
230
$392K 0.05%
13,742
-2,194
231
$390K 0.05%
3,152
+112
232
$388K 0.05%
2,803
+12
233
$386K 0.05%
4,553
-3,253
234
$382K 0.05%
+6,750
235
$380K 0.05%
3,547
+139
236
$375K 0.05%
2,318
-226
237
$375K 0.05%
1,098
+445
238
$374K 0.05%
17,966
+3,507
239
$373K 0.05%
+5,922
240
$371K 0.05%
+12,939
241
$370K 0.05%
12,790
+10
242
$360K 0.05%
5,114
+1,567
243
$359K 0.05%
12,120
+1,896
244
$359K 0.05%
5,949
+1,369
245
$351K 0.05%
+6,320
246
$349K 0.05%
+6,541
247
$346K 0.05%
4,984
-2,724
248
$344K 0.05%
4,977
+299
249
$341K 0.05%
12,772
-719
250
$341K 0.05%
4,655
+489
8 9
10
11 12