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
$980M
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.92M
3
+$7.64M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.92M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.55M

Top Sells

1
+$14.1M
2
+$7.28M
3
+$2.75M
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$2.31M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$1.77M

Sector Composition

1 Financials 4.45%
2 Healthcare 4.31%
3 Consumer Staples 4.14%
4 Technology 3.57%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$571K 0.06%
21,878
+36
227
$571K 0.06%
13,503
+2,723
228
$568K 0.06%
32,910
-540
229
$566K 0.06%
18,288
+1,492
230
$566K 0.06%
17,124
-22
231
$565K 0.06%
15,152
+1,399
232
$558K 0.06%
9,640
-592
233
$537K 0.05%
22,634
+5,546
234
$525K 0.05%
2,897
+252
235
$524K 0.05%
17,352
+2,847
236
$523K 0.05%
4,636
-2,168
237
$520K 0.05%
16,097
+4,101
238
$515K 0.05%
4,129
+1,579
239
$514K 0.05%
8,018
+2,262
240
$510K 0.05%
33,639
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241
$509K 0.05%
3,336
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242
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7,415
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243
$506K 0.05%
9,239
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244
$506K 0.05%
19,658
+900
245
$498K 0.05%
5,937
+1,997
246
$495K 0.05%
10,559
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247
$495K 0.05%
5,593
+718
248
$494K 0.05%
6,085
249
$492K 0.05%
2,701
+711
250
$485K 0.05%
4,901
+87
8 9
10
11 12