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
251
$481K 0.05%
+12,064
252
$471K 0.05%
13,160
-1,204
253
$469K 0.05%
+4,525
254
$462K 0.05%
13,245
-880
255
$462K 0.05%
4,856
+436
256
$462K 0.05%
9,070
+2,246
257
$459K 0.05%
5,966
+572
258
$458K 0.05%
3,766
+136
259
$456K 0.05%
5,253
-368
260
$453K 0.05%
5,387
+266
261
$452K 0.05%
3,459
+146
262
$446K 0.05%
2,546
-196
263
$446K 0.05%
18,981
-174
264
$445K 0.05%
4,369
+901
265
$442K 0.05%
9,544
+4,037
266
$439K 0.04%
6,044
+393
267
$428K 0.04%
4,775
+1,950
268
$423K 0.04%
3,823
+560
269
$420K 0.04%
6,632
+797
270
$420K 0.04%
9,249
-12,273
271
$415K 0.04%
21,833
+5,529
272
$414K 0.04%
9,371
+368
273
$413K 0.04%
29,374
+510
274
$409K 0.04%
8,621
+501
275
$398K 0.04%
5,302
+1,415
9 10
11
12 13