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
251
$340K 0.05%
+8,547
252
$340K 0.05%
4,740
+835
253
$339K 0.05%
4,147
+991
254
$338K 0.05%
3,708
+71
255
$336K 0.05%
11,930
+4,933
256
$336K 0.05%
+5,426
257
$334K 0.05%
7,382
+536
258
$334K 0.05%
8,984
+518
259
$333K 0.05%
9,232
-1,420
260
$329K 0.05%
6,677
-11,587
261
$328K 0.05%
3,818
+185
262
$327K 0.05%
2,782
+7
263
$324K 0.05%
7,678
+718
264
$323K 0.05%
4,026
+454
265
$322K 0.04%
7,907
-382
266
$321K 0.04%
3,550
-1,441
267
$320K 0.04%
3,316
-268
268
$318K 0.04%
1,360
+207
269
$317K 0.04%
2,480
+17
270
$314K 0.04%
16,226
-3,090
271
$311K 0.04%
+2,471
272
$310K 0.04%
7,882
+390
273
$307K 0.04%
4,922
+328
274
$305K 0.04%
16,245
-51,244
275
$305K 0.04%
5,730
+1,106
9 10
11
12 13