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
$769M
AUM Growth
-$4.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$699K
2
+$364K
3
+$320K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$312K
5
TFC icon
Truist Financial
TFC
+$298K

Top Sells

1
+$3.32M
2
+$2.89M
3
+$2.68M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.5M
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$1.9M

Sector Composition

1 Healthcare 4.35%
2 Technology 4.09%
3 Financials 3.25%
4 Industrials 2.03%
5 Consumer Discretionary 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-3,114
252
– –
-3,506
253
– –
-5,365
7 8 9 10
11