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
251
$321K 0.05%
3,408
+204
252
$321K 0.05%
3,584
+634
253
$319K 0.05%
3,633
-3,711
254
$319K 0.05%
7,286
-127
255
$317K 0.05%
2,775
-142
256
$316K 0.05%
+245
257
$316K 0.05%
2,463
258
$308K 0.05%
+7,261
259
$304K 0.05%
22,282
-736
260
$304K 0.05%
12,799
+58
261
$302K 0.04%
2,856
-2,702
262
$299K 0.04%
5,768
+24
263
$298K 0.04%
+3,643
264
$293K 0.04%
+6,770
265
$286K 0.04%
+3,156
266
$282K 0.04%
7,094
267
$282K 0.04%
4,166
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268
$281K 0.04%
+8,054
269
$280K 0.04%
4,594
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270
$277K 0.04%
3,572
-1,257
271
$277K 0.04%
3,568
-3,592
272
$271K 0.04%
+1,413
273
$271K 0.04%
5,580
+400
274
$270K 0.04%
12,669
+1,401
275
$270K 0.04%
8,406
+1,102
9 10
11
12 13