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
$859M
AUM Growth
+$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$47.8M
2
+$32.4M
3
+$32.3M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$8.21M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.37M

Top Sells

1
+$27.3M
2
+$23.7M
3
+$22.6M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$13.7M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$9.17M

Sector Composition

1 Technology 4.33%
2 Healthcare 3.64%
3 Financials 2.64%
4 Consumer Discretionary 1.84%
5 Communication Services 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$207K 0.02%
+988
227
$205K 0.02%
+2,460
228
$201K 0.02%
2,903
-278
229
$201K 0.02%
+883
230
$191K 0.02%
21,201
-2,962
231
$177K 0.02%
12,009
-26
232
$143K 0.02%
13,295
-53
233
$130K 0.02%
10,168
-4
234
$122K 0.01%
634
-91
235
$118K 0.01%
11,941
+172
236
$92.2K 0.01%
20,479
-18
237
– –
-10,070
238
– –
-318,348
239
– –
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240
– –
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241
– –
-32,029
242
– –
-7,437
243
– –
-1,250
244
– –
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245
– –
-16,912
246
– –
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247
– –
-8,076
248
– –
-6,903
6 7 8 9
10