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
$803M
AUM Growth
-$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1 +$18.4M
2 +$8.35M
3 +$7.03M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4.46M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.56M

Top Sells

1 +$3.52M
2 +$3.17M
3 +$1.41M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.03M
5
MA icon
Mastercard
MA
+$807K

Sector Composition

1 Healthcare 4.78%
2 Technology 4.63%
3 Financials 3.17%
4 Communication Services 2.39%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-2,822
252
-2,508
253
-1,675
254
-7,878
255
-1,811
256
-9,542
257
-1,368
258
-3,047
259
-2,185
260
-3,740
261
-5,573
262
-6,367
263
-3,841
264
-4,064
265
-17,315
266
-2,568
267
-586
268
-20,390
269
-6,794
270
-43,044
271
-2,101
272
-2,645
273
-1,270